Become the centre of our business
Location: Bath – BA1 3AN, with an option to work from home 1 day a week after probationary period.
Salary Details: £43,000 to £53,000 (Dependent on experience & qualifications)
Start Date: ASAP
Contract type: Permanent full-time or part-time
Working Hours: Traditional hours are 8.30am to 5pm however we welcome applications from individuals who might need some flexibility around those working hours. Please apply and stipulate this in your cover letter.
Unividual is an award-winning, family-run chartered financial planning business with offices in Bath, financial advisers in Edinburgh and a team of financial planners in our London Paddington office. Our business has 8 financial advisers, advising over 750 clients every year with £150m invested. We have a dedicated and humble team of around 10 paraplanners, at varying levels of seniority, and 5 finance interns. Currently these paraplanners are managed by the advisers they work alongside. Unividual’s leadership team would like to employ a paraplanning manager to train, organise and care for this important side of our business. Not just for the benefit of our clients and financial planners but more importantly for the benefit of our paraplanners. It is key for us that we find someone who wants to continue to drive diversity in financial services, puts great emphasis on the importance of wellbeing of staff and has good experience and competency in the technical areas of financial planning.