Paraplanner Support Role

Liss2208

POSITION:	PARAPLANNER SUPPORT
LOCATION:	OFFICE BASED OR HOME BASED  but home based workers  are required to be in the office occasionally, so commutable to the three counties borders (Herefordshire, Worcestershire and Gloucestershire) would be preferred, but not essential.  We will consider applications for full or part time work.
SALARY:	Competitive, Dependant on experience, rising with productivity and loyalty
DESCRIPTION:	The way that financial advice is delivered is going through a radical change.  We are a small but thriving business that is helping good Advisers adjust to this change so that they can deliver a brilliant service to their clients. The role is about supporting Timebank Paraplanners by taking responsibility for obtaining and managing data from financial providers, inputting that data into our bespoke back office systems and effectively managing your workload to achieve productivity goals.  You may also be required to produce illustrations; undertake research and proof read cases as the role progresses.   As you progress, you will take responsibility for your own cases and you also have the option to work towards a level 6 qualification.   The ideal candidate will be in or have considerable experience of a Paraplanning, technical or senior administration role. Financial qualifications are desirable but not essential, above all else we want individuals with sparkle and tenacity and we expect you to have utmost integrity in all you do, and to carry an attitude of ownership in all issues you encounter. 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. You will have the comfort and security of a full PAYE position, a generous holiday package, an auto enrolment pension scheme , have the freedom to work part of the week from home if you wish and will be supported with excellent technology and administrators.
RESPOND TO:	Please send CV and a covering letter to Jane Hayde: Address –Brockhampton Business Centre, Hereford, HR1 4SE Email – jane.hayde@thetimebank.co.uk Skype - janetimebank Please expect to undertake assessment as interviews and test cases.