In our world, creating experiences that our clients love is the most important thing. We’re seeking to develop a Technical Manager to lead our client support team and bring their passion for helping others into our workplace.
This role will suit an experienced senior Paraplanner, who is Chartered or Certified and wishes to embark on the next stage of their career.
The team that you will lead includes internal and outsourced team members, all of whom use Intelligent Office fully so as to streamline business processes. You will progress to become an important member of our Leadership Team that includes Jennie Treeby (Practice Manager) as well as our Financial Planners (Josh Butten, Vicki Hardy and Keith Butten).
It may be that your current role has you focused on report writing and you wish to expand your financial planning skill set 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!!
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 offering time off for studies, fully funded courses and exams with pre-agreed bonuses and pay rises for exam success.
Despite already being level 6 qualified, you will have a fully funded development plan in place that includes financial rewards for further milestones achieved. If you are not already CFP qualified, we will be keen to encourage and reward you for taking this step. Your further development would focus on deeper technical knowledge and supervisory/leadership skills to develop those around you.
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.
We do not undertake Defined Benefit Pension transfers, instead preferring to use a specialist service that is built upon similar values, should the need arise. The same is true for mortgages.
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 actively advertise or use Vouchedfor or similar services. We see this as a real strength as our Financial Planners are focused on service 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). Additionally both Josh 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.
Full job specification will be supplied, applications to: firstname.lastname@example.org
We are also have an opportunity for a less experienced paraplanner to join us with a fully supported development plan, Click Here for further details.