Paraplanner

Lubbock Fine Wealth Management; Greater London; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Smart Working

Private Medical Insurance

4–5% Pension (salary sacrifice)

Interest free season ticket loan

Flexible benefits

Employee assistance programme

Wellbeing calendar and seminars

Job summary

Lubbock Fine Wealth Management is seeking a proactive Paraplanner to join our growing team. This permanent, full-time role exposes you to a wide client base and provides opportunities to develop technical skills while supporting financial advisers with research, reports and due diligence.

You will thrive in a collaborative environment that values professional growth, offering Smart Working with core hours and a comprehensive benefits package including pension, private medical insurance, and

Qualifications

• At least two years' experience as a Paraplanner, established within a similar firm.
• Diploma in Financial Planning Level 4
• Experience liaising with all relevant stakeholders
• The ability to work under pressure and on own initiative
• Excellent IT and presentation skills
• Enthusiasm, drive and determination, coupled with a 'can-do' approach to work
• The desire and ability to develop and grow your career in a forward-thinking and supportive environment

Responsibilities

• You will be exposed to a wide variety of work across an exciting and varied client base
• You will be responsible for producing suitability reports
• You will be responsible for product selection and due diligence
• You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
• You will get the chance to enjoy and participate in a wide range of the firm's social events and external networking

Skills

Paraplanner experience

Liaising with stakeholders

IT skills

Presentation skills

Can-do attitude

Education

Diploma in Financial Planning Level 4

Job description

Lubbock Fine is a successful 20 Partner accountancy and tax advisory practice. We are also the founder member of the award-winning global network Russell Bedford International. The overarching strategy of the firm at the heart of our success is our vision to ‘redefine exceptional’. Now is a perfect time to join us to be part of that success and to help shape the future.

We have a diverse range of clients, both within the UK and around the world. Our specialist business desks look after clients in France, Portugal, India, the Middle East and Africa, we have a newly launched German desk and business operations in the Cayman Islands. Our Dubai office, established in 2006, was one of the first to register as auditors with the Dubai Financial Services Authority.

Our clients cover a vast array of sectors including property investment businesses, natural resources, and renewable energy firms, the media & entertainment sector, technology, FCA registered firms, charities and large funds with up to £4bn in assets. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.

Our leadership team is friendly and approachable, and they keep an open-door policy to interact with the LF team at all levels. Our Smart Working policy enables you to reasonably work from where, and when you want, ensuring that you have a high degree of autonomy over how you manage your time.

We take CSR seriously and are heavily engaged in social mobility and charitable activities giving you the opportunity to give back. Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values. We have an extensive range of benefits.

LF understands that everyone will have different long-term personal goals. Consequently, each team member is able to develop a tailored development plan to help them reach their specific career goals. Some of our team members who moved into Industry are now our clients. After a period of time with the firm we offer sabbaticals and international secondments within the RBI network.

If you are looking to take your career path all the way to partnership, the path to achieving this will be completely transparent. LF operates a unique ‘Path-to-Partner’ training and mentoring programme, allowing you to progress from trainee, into management and then Partnership as fast as you are capable of doing so.

Our Wealth Management Team

Lubbock Fine Wealth Management is a thriving financial services business providing Independent financial advice to private clients and businesses. Our team of expert financial advisers support clients at every stage of their lives. Through our holistic financial planning process, we help our clients to preserve their wealth for the future. We create financial planning solutions tailored to our clients' needs and objectives.

Job Description - Paraplanner

This is a permanent, full-time role covering the following:

• You will be exposed to a wide variety of work across an exciting and varied client base
• You will be responsible for producing suitability reports
• You will be responsible for product selection and due diligence
• You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
• You will get the chance to enjoy and participate in a wide range of the firm's social events and external networking

We would love to hear from you if you have:

• At least two years' experience as a Paraplanner, established within a similar firm
• Diploma in Financial Planning Level 4
• Experience liaising with all relevant stakeholders
• The ability to work under pressure and on own initiative
• Excellent IT and presentation skills
• Enthusiasm, drive and determination, coupled with a 'can-do' approach to work
• The desire and ability to develop and grow your career in a forward-thinking and supportive environment

What can we offer you in return?

• A competitive salary as well as a fully comprehensive range of benefits to include
• Smart Working with core hours from 10am to 4pm
• 4 or 5% pension (salary sacrifice)
• Private Medical insurance
• Interest free season ticket loanEnhanced Maternity, Paternity & Shared Parental Leave packages
• Flexible benefits: including healthcare assessments, cycle to work, health cash plan etc
• Employee assistance programme
• Fresh fruit and snacks in the office every week
• Annual away day and Christmas party as well as numerous other socials
• Annual wellbeing calendar with free seminars, freebies, lunch & learns
• A supportive working environment where development and progression are actively encouraged!