In our world, creating experiences that our clients love is the most important thing. We’re seeking an experienced Paraplanner to work closely with our clients; to support, coach and mentor our growing team, and bring their passion for helping others into our workplace.
This role will suit a Diploma qualified paraplanner who wishes to embark on the next phase of their development.
The team that you will join includes internal and outsourced team members and you will have a real interest in financial planning and lifestyle cash flow modelling. With a keen eye for detail, you will progress to become an important member of our Individual Client Team that includes Vicki, Josh, Keith, Gabby, Avril & Mel
It may be that your current role has you focused on report writing and you wish to expand your financial planning skills or are simply bored as your current role does not offer the challenge you desire…
…or perhaps you’ve seen our new purpose built, environmentally focused lakeside office and would love to work from one of the very best financial planning locations in the UK!! (Once safe to return!)
Whatever your experience, you, like the rest of the boosst team, will have the opportunity for fully funded development, which includes financial rewards for milestones you achieve.
The role will have you tackling meaningful work and working close to our clients. You will:
- Undertake and oversee client planning meeting preparation
- Be involved in the onboarding of all new clients to boosst
- Maintain clients’ lifestyle financial planning using Truth cashflow modelling
- Coach, mentor and develop our Trainee Financial Planners on their bright to boosst journey
- Develop to become the ‘go to’ person for our clients and be the technical contact internally
- Complete and oversee tax calculations
- Continue to evolve and fine tune the processes we have in place to give our clients the ultimate experience
boosst Financial Planners are all Chartered Financial Planners and/or CFP qualified. Most importantly they, together with the rest of the team, are all committed to providing 1-1 support and mentoring to each other. You will benefit from this support and play a key role in the development of Trainee Administrators, Paraplanners and Financial Planners as boosst is committed to developing its own talent to serve future generations.
boosst positively encourages personal development, meaning that your qualifications and learning are fully funded, with pre-agreed bonuses and pay rises for exam success.
Most importantly, you will enjoy friendly relationships with our fans (our wonderful clients), such that they will become personal friends making every day a pleasure not a chore.
Working with boosst brings many benefits:
- Competitive salary
- Transparent team bonus scheme
- Free onsite car parking
- Charity day
- Lakeside workplace
- Staff gym
- Access to electric car charging
- Pension (Salary Exchange with boosst contributions and employer NI rebates)
- Valuable Life Assurance for your loved ones
- Private medical insurance
- Optional health screening
- …did we mention our fancy sit/stand desks and Pizza Oven?! 🍕
More about us…
boosst is a vibrant financial planning business that embraces new ideas and strives to make the best use of technology as it evolves. Doing so enables boosst to deliver very different, clearly defined, service levels so as to meet the needs of various client types in a way that delivers outstanding value for our clients.
boosst is a leader in delivering lifestyle financial planning (with full cashflow planning) to positively enhance client journeys. We have no niche markets as we prefer to deliver superb financial planning that improves lives irrespective of the clients business, profession or background.
boosst works with some of our sector’s best consultants, for example Tim Hale at Albion sits on our Investment Committee and his team provide investment research and academic evidence to continually improve our investment philosophy of well structured, risk focused, low cost systematic portfolios. Michelle Hoskin and her team at Standards International work with boosst to continually improve processes and service delivery.
boosst clients and professional connections provide more than sufficient referrals for boosst to achieve its organic growth objectives. We are proud to not use Vouchedfor or similar services. We see this as a real strength as our Financial Planners are focused on providing service to our wonderful clients – not prospecting.
boosst is a CISI Accredited Financial Planning Firm and holds British Standards certifications BS8577 (framework for the provision of financial advice and services) and BS8453 (compliance framework for regulated financial services firms). In addition, Josh, Vicki and Keith are individually certified to ISO22222 (personal financial planning). Together with our qualifications, our accreditation and certifications are the gold standard that demonstrate our ongoing investment in people and processes.
In simple terms, the boosst team thrive on client outcomes and stories, if you do too, get in touch and explore whether boosst is right for you.