Job Title: Paraplanner
Location: Bath – BA1 3AN, with an option to work from home 1 day a week after probationary period.
Salary Details: Between £30,000 and £40,000 depending on qualifications and experience
Start Date: ASAP
Contract type: Permanent full-time or part-time
Working Hours: Traditional hours are 8.30am to 5pm however we welcome applications from individuals who might need some flexibility around those working hours. Please apply and stipulate this in your cover letter.
Unividual is an award-winning, family-run chartered financial planning business with offices in Bath and London. We are growing our paraplanning team in Bath! Unividual now have 6 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.
Benefits Package for Unividuals

• 30 days holiday plus bank holidays
• 3 weeks sick pay* increasing to 3 months after 3 years’ service
• Christmas shut-down
• Income protection*
• Workplace pension, after 3 months service, including 5% employer contribution
• Opportunity for training and development
• Client referral bonus scheme: refer clients to Unividual to receive a 10% bonus
• After 5 years’ service receive a Mont Blanc Pen
• A special gift from the company after doing 10 years’ service
• Work 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 probation
What you will be doing: The Paraplanner 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 20 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 Women's Futures Ambassador.
Application process: Tell 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 us.
Important additional points:

• Unividual welcome and encourage a diverse range of candidates and encourage applications from underrepresented backgrounds.
• The follow-on recruitment stages are a video interview followed by a face-to-face interview experience day.

Job Types: Full-time, Part-time, Permanent
Pay: £30,000.00-£40,000.00 per year
Expected hours: 37.5 per week
Benefits:

• Additional leave
• Casual dress
• Company events
• Company pension
• Flexitime
• Health & wellbeing programme
• Referral programme
• Sick pay
• Work from home

Schedule:

• Monday to Friday
• No weekends

Ability to commute/relocate:

• BATH: reliably commute or plan to relocate before starting work (required)

Experience:

• Financial Planning: 2 years (required)

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in BATH