Paraplanner Opportunity

Company description

TWP Wealth is a Financial Services company based in Alderley Edge in Cheshire providing a wide range of financial services and financial planning to private and corporate clients alike.

Job description

At TWP we're all about doing the simple things really well. Whether that’s going the extra mile for a client who has a tricky financial problem to sort out, making something in the financial world that is seemingly complex simple and understandable, or just offering the warmest of welcomes to our clients and helping them achieve their dreams.

We believe wholly in lifetime financial planning and that engaging in the process can be a life-changing action for our clients. We believe we hold joint custody of the promises our clients make to themselves and that’s not something we take lightly. Consequently, we operate a team approach to client management - we're all involved in getting things right.

To do this properly we need great people with a splendid attitude; we are a people business first and financial planning business second.

We’re looking for a Paraplanner. Someone who is perhaps Chartered or working towards Chartered who prides themselves in being curious, articulate and knowledgeable; someone who might even describe themselves as technical and capable when it comes to paraplanning. We want someone who uses cash flow planning extensively and is knowledgeable about the wide array of financial solutions we can offer a client once of course we’ve worked hard to understand their aspirations. We don’t want a trainee and moreover we’re looking for someone who wants to join forces with like-minded people and work in team to the ultimate aim of serving our clients best interests.

What do we ask in return? That you bring your whole self to work. That you care deeply about the job you do and the influence you have on someone's experience of what TWP is, what we offer and how we go about engaging with our clients. We recruit on our shared values of being a 'dog with a bone', being ferociously organised and being a brilliant communicator. We want you to be yourself, but we also want you to join a team devoted to our clients.

So what's in it for you? A competitive salary, 25 days holiday, BUPA, Death in Service, Cash Plan and pension contributions, free tea and coffee and fresh fruit every day and even your birthday off as an extra day's holiday, plus a lot more; we’re a business going places and we’d love you to come along with us.