Financial Planning Executive (Paraplanner), London

No matter whether you are already working in financial services or you are an aspiring finance professional, Unividual is a business where you can develop and grow your career.Paraplanning Job in LondonRole: Permanent – Full or Part Time Role – 8.30am start – We can welcome applications from individuals looking for more flexible working options but please express this in your covering letter.Salary: Up to £45,000 dependent on qualifications and experience – Additional income for team leader paraplannersMinimum Qualifications: At least a 2:1 Degree, professional qualifications or financial services experienceUnividual is an award-winning, family-run chartered financial planning business with offices in Bath and London. We are growing our paraplanning team in London! Unividual now have 8 financial advisers, advising over 750 clients every year with £150m invested. This has opened up opportunities for people in the team to develop their careers into more senior positions and we are keen to employ more aspiring or existing paraplanners to ensure the business does not compromise its service levels as we continue to grow. So whether you are looking to get into the industry, want to move from another financial advice business or a product provider, or you are looking to return to the industry we are keen to find out if Unividual has the right kind of culture for you to thrive and could be a place you can call home.Paraplanner Benefits Package3 weeks sick pay* increasing to 3 months after 3 years’ serviceChristmas shut-downIncome protection*Client referral bonus scheme: refer clients to Unividual to receive a 10% bonusAfter 5 years’ service receive a Mont Blanc PenA special gift from the company after doing 10 years’ serviceWork from home 1 day a week*Automatic enrolment on Unividual’s Core Wellbeing Programme to learn about your resilience, your character and receive bespoke wellbeing support.*Employees can take advantage of this benefit after they have passed their probationParaplanning Job RoleThe Financial Planning Executive role is an investigative one which involves supporting Financial Planners with the analysing of data and the drafting of financial reports that shape advice for our clients. Some people new to this role have never worked in the industry and employees are trained on the job to be able to perform all the functions below.Communicating with Financial Planners to discuss client objectives after a meeting and write them up.Preparing and analysing data to conduct an up-to-date report on client financial situations/objectives.Researching and analysing client financial position to aide advice for pre-meeting work.Sending out application forms for clients to sign and return.Communicating with product providers on behalf of clients.Updating various databases with correspondence and important information relating to clients.Scanning documentation into client files.Why work for us?Unividual’s name reflects our core belief that everyone is unique and individual. We don’t stereotype or place people in boxes and we have spent the last 23 years perfecting a financial planning model that can be tailored to each of our clients. Unividual is a 100% holistic financial advice business, if you aren’t from our industry that is a term for being able to advise a client on every area of their finances. In recent years we have invested heavily in developing the technological side of our business and with advisers in Bristol, Bath, Edinburgh and London we build long-lasting relationships with clients up and down the country.Our Unividual family is made up of 26 people who are proud of our values of commitment, honesty and openness, intelligence and passion. The people leading the business put the wellbeing of staff at the heart of everything they do and ensuring that staff can be their true authentic self at work. One of our main priorities since the business was established was to build and maintain a diverse workforce, which isn’t easy in an industry that is predominantly dominated by Caucasian men. The people working in our business are extremely passionate about building a business that reflects equality and in 2022 Unividual won a Bath Life Award for the best finance business and was nominated as one of the best businesses to work for at the Bath Property Awards. Additionally Unividual have been awarded a place on the Women in Finance Charter and are an Insuring Womens Futures Ambassador.Application ProcessTell us your story, don’t go unnoticed. Explain why you are a winning candidate and how your values are aligned with ours by sending a CV and covering letter to our HR & Diversity Manager ##### additional points:Unividual welcome and encourage a diverse range of candidates and encourage applications from underrepresented backgrounds.If you require support with the application process please get in touch with usThe follow-on recruitment stages are a video interview followed by a face-to-face interview experience day. Thanks so much to Simon at Unividual who made everything so much easier by navigating us through this complex process of getting a mortgage!
Could I just say how good your staff are in general to deal with. It doesn’t matter who answers the phone it is always handled in a very polite and efficient way, no pre-handling general recorded...
I used Simon Hicks to assist me in finding a mortgage as I looked to move from my flat into a house, moving away from having the mortgage on my own to being jointly held with my partner. I work...
Simon Hicks is a consummate professional, Simon helped me understand financial processes that were unknown to me. He fundamentally helped me achieve buying my dream home and offering sound financial...
Unividual’s advice and guidance was invaluable in securing a great mortgage deal despite my somewhat complicated personal financial situation. Their advisors are fantastic, professional...
5 February 2023: We used Simon at Unividual, a financial adviser in Bath, to review pension provision. His advice was excellent. I would highly recommend his services.
6th February 2023: Simon Jones has helped myself and my husband more than I could imagine. We are currently re-mortgaging, Simon has helped us make better financial decisions towards our future...
29th September 2022: For the attention of Simon jones, regarding his high standards. He was so helpful and was amazing at making me understand everything he was explaining to us regarding our...
29 September 2022: Simon Jones is exceptional to work with, constantly going that extra mile. His professional, calm, friendly manner along with his financial expertise and guidance has instilled...
27 September 2021: Working in finance I have little time to plan my own finances. What Simon has done for me and my family has ensured our current situation, and our futures, are secured and...
13 September 2021: My wife and I have been working with Simon Jones for just under two years and are very pleased with the service he has provided. During our time working with Simon he has provided...
11 September 2021: We dealt with Simon Jones of Bristol pension advisers Unividual to look at all of our finances, investments, pensions and insurances. He was extremely thorough and worked patiently...
10 September 2021: For the attention of Simon jones regarding his high standards. He was so helpful and was amazing at making me understand everything he was explaining to us regarding our finances...
10 September 2021: Simon Jones is exceptional to work with, constantly going that extra mile. His professional, calm, friendly manner along with his financial expertise and guidance has instilled...
8th September 2021: I was introduced to Simon Jones after an extremely helpful telephone consultation with Team Leader Ruth Stainer who after discussing my requirements introduced me to Simon...
7th September 2021: We dealt with Simon Jones of Unividual to look at all of our finances, investments, pensions and insurances. He was extremely thorough and work patiently to fully understand...
1st September 2021: Thank you Simon Jones for all your hard work sorting through all 12 old pensions I held, to consolidate them all into one. I would highly recommend Simon to anyone looking...
18th August 2021: Bristol Financial Adviser, Simon Hicks, was recommended to me by a friend and colleague. This has been one of the best decisions I have made, from day one he took the time to...
6 August 2021: Professional in all areas, felt fully informed on all aspects of services being offered and Simon (Jones) had an excellent way of explaining products, risks, benefits and costs.Clearly...
1 August 2021: Simon Jones has supported me through setting up a pension fund and life assurance. He has the right balance of professionalism and holistic approach to what felt like an area I...
8 July 2021: The continued care and professionalism that we receive during regular updates goes beyond my expectations. The detail that Simon ( Jones ) has put into ensure we meet our financial...
8 July 2021: I approached Simon Jones after looking for help managing my finances from my career as a professional rugby player. He’s looked after me incredibly well and taken the time to educate...
6 July 2021: Simon Jones is very responsive, approachable and thorough in his financial investigations and the resulting advice he provides. He has helped my wife and I sort our pensions, ISAs...
4 July 2021: My husband and I went to Simon Jones for a review of our financial position, and for assistance in planning our financial future. Simon is friendly and very thorough. He investigated...
4 July 2021: I highly recommend Unividual. I received excellent service from my advisor Simon who was courteous, professional and very knowledgeable. Simon took the time to explain things thoroughly...
3 July 2021: Simon Hicks is always very clear, organized and generous with his time. I make better decisions and have less to worry about with Simon as my financial advisor. I would definitely...
2 July 2021: I would like to share the excellent service I received from Simon Hicks at Unividual. He took time to understand my financial position, long term goals and challenges in the near-term...
2 July 2021: Very professional, extremely helpful and more importantly for me life changing. I never realised how important good financial advice is for your health and wellbeing until I had...
1 July 2021: Simon Jones made the whole process very easy and explained everything well along the way. I now have a better understanding and feel in control of my finances. I cannot recommend...
1st July 2021: Simon Jones has provided an excellent, professional service and has been approachable and available whenever we needed him. He hasn’t tried to sell us anything that we didn’t...
30 June 2021: Simon Hicks has been advising me on my pension, investments, life cover and mortgages for 3 years now and I’m always incredibly impressed by his knowledge and professionalism...
30th June 2021: We dealt with Simon Jones who was very professional and extremely knowledgeable. He helped us sort out our finances and made it possible for my husband to retire within the next...
30 June 2021: Simon H. Excellent professional manner. Very informative with my options for life insurance. Made understanding an area I had little experience of very clear and I felt very confident...
29 June 2021: Simon Hicks has transformed my life. He is thorough and earnest. Trust in financial advice is very important to me and I can certainly vouch for Simon Hicks. I am grateful for his...
29 June 2021: We were looking for advice for our finances as a whole and were recommended Simon Hicks by a friend. He took care of all of our mortgage and protection needs to begin with, then...
28th June 2021: We met with Simon Hicks to discuss our retirement plans and to invest some capital we had recently received following the sale of property. His knowledge of the industry, products...
27th June 2021: I found a lot of great reviews on Simon Hicks on VouchedFor. After meeting him I was impressed straight away. I only needed a mortgage, but he seemed to know a great deal about...
26th June 2021: I was lucky enough to find Simon Hicks a couple years ago when searching for the best ways to grow my investment portfolio. Simon is also very knowledgeable about a wide range...
25th June 2021: Myself and my partner first met with Simon Hicks early last year, as we were looking to purchase a new home and needed assistance with our mortgage. Simon was extremely professional...
26th June 2021: I contacted Unividual for advice on mortgages and had a meeting with Simon Hicks. While I didn’t end up buying a house, I was really impressed by the company and Simon in...
24 June 2021: Simon Hicks at Unividual is the best financial advisor I have ever had dealings with. I go to him with complex issues and he comes back quickly with well researched, sound, and...
25 June 2021: Simon Hicks made sorting our finances out an absolute breeze. He explained all our options in a way that was easily understandable and made the whole process completely stress free!...
24th June 2021: Simon Hicks has been such a great help, he’s taken a lot of stress away by explaining my finances to me in a way that I can understand and it’s a huge help to have...
My previous financial adviser was retiring and I needed someone of equal quality to take over my affairs, I know Scott Gurd personally and I had no hesitation in asking him to look after me...
I was looking to sell my existing property and jointly purchase a house with my partner. Scott Gurd visited my house at a time convenient to me and my partner and provided us with comprehensive...
I wanted to invest in medium term savings and make sure my pension and mortgage were the best products on the market for me. Scott Gurd helped me by ascertaining my risk level so that I chose...
Simon Jones is both extremely professional and personable. He is a joy to work with and even via online meetings he is easy going and takes time to get to know you in order to fulfil his role...
I started looking for a financial adviser after having children and wanting to ensure that we have financial security for our family, now and in the future. Simon gave us clear advice and information...
I have been working with Simon Jones for a couple of weeks now and he has been incredibly helpful explaining what options are available with regards to pension planning. The process has been...
We had house sale proceeds to invest, Simon Jones patiently took me through a range of different options for long term financial planning. Being quite new to investments, and working with a...
It would be difficult to improve the level of service that Simon gave during this pandemic. When planning for our retirement, Simon Jones created projections for us and looked at how we were...
We can not recommend Simon Jones and Unividual highly enough. I’m afraid he had an uphill start as we had bad experiences of old school” advisers. He took pains to allay all our fears. We...
We’ve just breathed a large sigh of relief, having secured our first mortgage thanks to the help of Unividual financial advisor Simon Hicks. Both myself and my partner are unconventional...
I hadn’t heard from my previous financial adviser, from another company, for a few years. I needed to get my finances sorted out before reaching retirement age. Scott advised me as to my options...
Simon Hicks at Unividual has made what should be a stressful process extremely easy and straightforward. He is very knowledgeable, yet able to explain complex matters in a jargon-free, easy-to-understand...
Thanks so much to Simon at Unividual who made everything so much easier by navigating us through this complex process of getting a mortgage!
Could I just say how good your staff are in general to deal with. It doesn’t matter who answers the phone it is always handled in a very polite and efficient way, no pre-handling general recorded...
I used Simon Hicks to assist me in finding a mortgage as I looked to move from my flat into a house, moving away from having the mortgage on my own to being jointly held with my partner. I work...
Simon Hicks is a consummate professional, Simon helped me understand financial processes that were unknown to me. He fundamentally helped me achieve buying my dream home and offering sound financial...
Unividual’s advice and guidance was invaluable in securing a great mortgage deal despite my somewhat complicated personal financial situation. Their advisors are fantastic, professional...
5 February 2023: We used Simon at Unividual, a financial adviser in Bath, to review pension provision. His advice was excellent. I would highly recommend his services.
6th February 2023: Simon Jones has helped myself and my husband more than I could imagine. We are currently re-mortgaging, Simon has helped us make better financial decisions towards our future...
29th September 2022: For the attention of Simon jones, regarding his high standards. He was so helpful and was amazing at making me understand everything he was explaining to us regarding our...
29 September 2022: Simon Jones is exceptional to work with, constantly going that extra mile. His professional, calm, friendly manner along with his financial expertise and guidance has instilled...
27 September 2021: Working in finance I have little time to plan my own finances. What Simon has done for me and my family has ensured our current situation, and our futures, are secured and...
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