Our view of a Paraplanner is different to most, and so we want your view of the industry to be different to most Paraplanners. We expect that you are either Chartered or Certified or very near to achieving either and that you will act as critical friends to our clients, and to help them towards their business goals.

We expect our Paraplanners to have utmost integrity in all they do, and to carry an attitude of ownership in all issues they encounter. We want a commercially aware individual who has a genuinely progressive way of thinking and above all else, we want you to have more pride in your attitude than in your qualifications.

In return with offer a unique opportunity to work for one of the most innovative employers in the industry, the security of a full PAYE position, the freedom to work from home and the support of excellent technology and administrators.

We appreciate that a great Paraplanner may have the skills needed but not yet achieved the qualification level we require. To this end, we would be keen to hear from people who have achieved QCF 4, are progressing with their development and feel that being a Timebank Paraplanner is an aspiration they can soon achieve.

You will be overseen by a Paraplanner but we will still want you to have the confidence to act as critical friends to our clients, and to help them towards their business goals.

In return with offer a unique opportunity to work for one of the most innovative employers in the industry, the security of a full PAYE position, the freedom to work from home and the support of excellent technology and administrators.

We are looking for people to be responsible for obtaining and managing data from providers, inputting that data into our bespoke back office systems and effectively managing their workload to achieve productivity goals.

Whilst experience of the IFA sector is preferred, above all else we want an individual who has sparkle and tenacity.

In return, we offer a unique opportunity to mould your career to suit your skills and interests.

We expect that you will have some financial planning experience with some qualifications aiming for level 4.

The role involves checking reports/suitability letters/data harvest/SAP reports and TVCs carried out by the paraplanning team before being issued to clients. This involves checking work against initial adviser requests, illustrations, charges as well as making sure the information reads correctly and is accurate from a financial and grammatical perspective.

The candidate will require excellent attention to detail and a high level of accuracy. A good knowledge of Word (in particular Word formatting) and Excel is essential and preferably some knowledge of financial packages such as Financial Express.

The candidate also needs to be flexible within their role and help out other departments when the need arises. The role can be quite pressurised during busy periods when the workloads are high.

We expect our team to have utmost integrity in all they do, and to carry an attitude of ownership in all issues they encounter.

We want a commercially aware individual who has a genuinely progressive way of thinking and above all else, we want you to have more pride in your attitude than in your qualifications.

In return, we offer a unique opportunity to work for one of the most innovative employers in the industry who actively promotes the ‘work to live not live to work’ ethos.

We actively encourage financial services qualifications and cover the cost of these on success.