{"id":7367,"date":"2021-04-19T17:28:00","date_gmt":"2021-04-19T16:28:00","guid":{"rendered":"https:\/\/www.boosst.financial\/insights\/?p=7367"},"modified":"2021-08-15T18:26:49","modified_gmt":"2021-08-15T17:26:49","slug":"paraplanner-opportunity-2021","status":"publish","type":"post","link":"https:\/\/www.boosst.financial\/insights\/paraplanner-opportunity-2021\/","title":{"rendered":"We&#8217;re hiring &#8211; Paraplanner"},"content":{"rendered":"\r\n<h4 class=\"wp-block-heading\" style=\"text-align: center;\"><strong><span style=\"color: #db409a;\"><span style=\"color: #2b2155;\">This role has now been fulfilled but we are always keen to speak to great Paraplanners who share our ethos. As we continue to grow organically with client referrals, we are never too far away from our next hire, so please do reach out to us at:<\/span> <span style=\"color: #02bad8;\">hello@boosst.financial\u00a0<\/span><\/span><\/strong><\/h4>\r\n<h5>\u00a0<\/h5>\r\n<p>&nbsp;<\/p>\r\n<h5><strong><span style=\"color: #db409a;\">In our world, creating experiences that our clients love is the most important thing. <span style=\"color: #2b2155;\">We\u2019re<\/span><\/span><span style=\"color: #2b2155;\">\u00a0seeking a Paraplanner to work within our individual client team.\u00a0<\/span><\/strong><span style=\"color: #2b2155;\">with our clients.\u00a0<\/span><span style=\"color: #db409a;\"><strong>You will bring a passion for helping others and work closely with our clients.\u00a0<\/strong><\/span><\/h5>\r\n\r\n\r\n\r\n\r\n\r\n<h5 class=\"has-text-align-center wp-block-heading\"><span class=\"has-inline-color has-central-palette-2-color\"><strong>This role will suit a Diploma qualified paraplanner who wishes to embark on the next phase of their development.<\/strong><\/span><\/h5>\r\n\r\n\r\n\r\n<p>The team that you will join includes internal and outsourced team members and <span style=\"color: #2b2155;\"><strong>you will have a real interest in financial planning and lifestyle cash flow modelling.<span class=\"Apple-converted-space\">\u00a0 <\/span><\/strong><\/span>With a keen eye for detail, you will progress to become an important member of our Individual Client Support Team that includes Avril, Chloe, Mel &amp; Nick.<\/p>\r\n\r\n\r\n\r\n<p><span style=\"color: #db409a;\"><strong>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\u2026<span class=\"Apple-converted-space\">\u00a0<\/span><\/strong><\/span><\/p>\r\n\r\n\r\n\r\n<p><span style=\"color: #db409a;\"><strong>\u2026or perhaps you\u2019ve 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!)<\/strong><\/span><\/p>\r\n\r\n\r\n\r\n<p><strong><span style=\"color: #2b2155;\">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.<\/span><\/strong><\/p>\r\n\r\n\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n<p>The role will have you tackling meaningful work and working close to our clients. You will:<\/p>\r\n\r\n\r\n\r\n<ul>\r\n<li><span class=\"has-inline-color has-central-palette-3-color\">Undertake client planning meeting preparation<\/span><\/li>\r\n<li><span class=\"has-inline-color has-central-palette-3-color\">Be involved in the onboarding of all new clients to boosst<\/span><\/li>\r\n<li><span class=\"has-inline-color has-central-palette-3-color\">Maintain clients\u2019 lifestyle financial planning using Truth cashflow modelling<\/span><\/li>\r\n<li><span class=\"has-inline-color has-central-palette-3-color\">Be keen to learn from our experienced team members and support any junior members on their journey<\/span><\/li>\r\n<li><span class=\"has-inline-color has-central-palette-3-color\">Develop to become the \u2018go to\u2019 person for our clients and be the technical contact internally<\/span><\/li>\r\n<li><span class=\"has-inline-color has-central-palette-3-color\">Undertake tax calculations<\/span><\/li>\r\n<li>Always be on the lookout for ways we can improve our processes and find efficiencies which enhance the client experience<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n<p>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.\u00a0<\/p>\r\n\r\n\r\n\r\n<p><span style=\"color: #db409a;\">boosst positively encourages personal development,<\/span>\u00a0meaning that your qualifications and learning are fully funded, with pre-agreed bonuses and pay rises for exam success.<\/p>\r\n\r\n\r\n\r\n<p>Most importantly, <span style=\"color: #db409a;\">you will enjoy friendly relationships with our fans (our wonderful clients)<\/span>, such that they will become personal friends making every day a pleasure not a chore.<\/p>\r\n\r\n\r\n\r\n<p>Working with boosst brings many benefits:<\/p>\r\n\r\n\r\n\r\n<ul>\r\n<li><span style=\"color: #db409a;\">Competitive salary<\/span><\/li>\r\n<li><span style=\"color: #db409a;\">Transparent team bonus scheme<\/span><\/li>\r\n<li><span style=\"color: #db409a;\">Free onsite car parking<\/span><\/li>\r\n<li><span style=\"color: #db409a;\">Charity day<\/span><\/li>\r\n<li><span style=\"color: #db409a;\">Lakeside workplace<\/span><\/li>\r\n<li><span style=\"color: #db409a;\">Staff gym<\/span><\/li>\r\n<li><span style=\"color: #db409a;\">Access to electric car charging<\/span><\/li>\r\n<li><span style=\"color: #db409a;\">Pension (Salary Exchange with boosst contributions and employer NI rebates)<\/span><\/li>\r\n<li><span style=\"color: #db409a;\">Valuable Life Assurance for your loved ones<\/span><\/li>\r\n<li><span style=\"color: #db409a;\">Private medical insurance<\/span><\/li>\r\n<li><span style=\"color: #db409a;\">Optional health screening<\/span><\/li>\r\n<li><span style=\"color: #db409a;\">&#8230;did we mention our fancy sit\/stand desks and Pizza Oven?! \ud83c\udf55<\/span><\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h5 class=\"wp-block-heading\"><span style=\"color: #db409a;\"><b>More about us&#8230;<\/b><\/span><\/h5>\r\n\r\n\r\n\r\n<p>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.<\/p>\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/www.boosst.financial\/insights\/wp-content\/uploads\/2020\/12\/afpf-winner-badge-2020.jpg\" rel=\"prettyPhoto[gallery-Erpo]\"><img decoding=\"async\" class=\"wp-image-7312\" src=\"https:\/\/www.boosst.financial\/insights\/wp-content\/uploads\/2020\/12\/afpf-winner-badge-2020.jpg\" alt=\"Accredited Financial Planning Firm of the Year\" width=\"250\" height=\"NaN\" srcset=\"https:\/\/www.boosst.financial\/insights\/wp-content\/uploads\/2020\/12\/afpf-winner-badge-2020.jpg 800w, https:\/\/www.boosst.financial\/insights\/wp-content\/uploads\/2020\/12\/afpf-winner-badge-2020-300x77.jpg 300w, https:\/\/www.boosst.financial\/insights\/wp-content\/uploads\/2020\/12\/afpf-winner-badge-2020-768x197.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/figure>\r\n<\/div>\r\n\r\n\r\n\r\n<p>boosst is a leader in delivering lifestyle financial planning (with full cashflow planning) to positively enhance client journeys. We have\u00a0no niche markets as we prefer to deliver superb financial planning that improves lives irrespective of the clients business, profession or background.<\/p>\r\n\r\n\r\n\r\n<p>boosst works with some of our sector&#8217;s best consultants, for example <span style=\"color: #2b2155;\"><b>Tim Hale at Albion<\/b><\/span> 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. <span style=\"color: #2b2155;\"><b>Michelle Hoskin and her team at Standards<\/b> <b>International<\/b><\/span> work with boosst to continually improve processes and service delivery.<\/p>\r\n\r\n\r\n\r\n<p>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 &#8211; not prospecting.<\/p>\r\n\r\n\r\n\r\n<p>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, our financial planners are all 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.<i>\u00a0<span class=\"Apple-converted-space\">\u00a0<\/span><\/i><\/p>\r\n\r\n\r\n\r\n<h4 class=\"wp-block-heading\"><strong><span style=\"color: #2b2155;\">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.<\/span><\/strong><\/h4>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n\r\n<h5 class=\"has-text-align-center wp-block-heading\"><strong><span style=\"color: #db409a;\">Full job specification will be supplied, applications to:<\/span><\/strong><\/h5>\r\n\r\n\r\n\r\n<h4 class=\"has-text-align-center wp-block-heading\"><strong><span style=\"color: #db409a;\"> <a href=\"mailto:hello@boosst.financial\" target=\"_blank\" rel=\"noreferrer noopener\">hello@boosst.financial<\/a><\/span><\/strong><\/h4>\r\n","protected":false},"excerpt":{"rendered":"<p>This role has now been fulfilled but we are always keen to speak to great Paraplanners who share our ethos. As we continue to grow organically with client referrals, we&#8230;<\/p>\n","protected":false},"author":2,"featured_media":6431,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[68],"tags":[47,45,52],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.boosst.financial\/insights\/wp-json\/wp\/v2\/posts\/7367"}],"collection":[{"href":"https:\/\/www.boosst.financial\/insights\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.boosst.financial\/insights\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.boosst.financial\/insights\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.boosst.financial\/insights\/wp-json\/wp\/v2\/comments?post=7367"}],"version-history":[{"count":14,"href":"https:\/\/www.boosst.financial\/insights\/wp-json\/wp\/v2\/posts\/7367\/revisions"}],"predecessor-version":[{"id":7568,"href":"https:\/\/www.boosst.financial\/insights\/wp-json\/wp\/v2\/posts\/7367\/revisions\/7568"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.boosst.financial\/insights\/wp-json\/wp\/v2\/media\/6431"}],"wp:attachment":[{"href":"https:\/\/www.boosst.financial\/insights\/wp-json\/wp\/v2\/media?parent=7367"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.boosst.financial\/insights\/wp-json\/wp\/v2\/categories?post=7367"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.boosst.financial\/insights\/wp-json\/wp\/v2\/tags?post=7367"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}