Financial Planning Executive - London, United Kingdom - Unividual Limited

Description

WHAT OPPORTUNITIES DO WE HAVE?

UNIVIDUAL'S CULTURE
Unividual's name reflects our core belief that everyone is unique and individual. We don't stereotype or place people in boxes. We have spent the last 10 years growing our team and culture.

Our Unividual family is made up of 26 people who are proud of our values of commitment, honesty and openness, intelligence and passion.

We are passionate about our colleagues, development, wellbeing, diversity and our corporate and social responsibility. We have continued to grow during the pandemic and did not furlough any colleagues. But don't just take our word for it, hear what our colleagues have to say.

"A year's finance placement during University confirmed my goal for a career in finance but I wanted to find a business that gave me access to all advice areas and who supported further studies. This is Unividual. I now enjoy working with financial advisers who have tenacity, genuine care and the drive to do what is right for clients every time. I've gained truly holistic technical expertise and I now feel I have significant impact on clients lives every day."
Billy, Trainee Financial Adviser
"Straight out of University, I wanted to find the best platform to launch my financial advice career. I found this and more in Unividual, who have genuine interest in my wellbeing and self-development. I wouldn't have had the same opportunities or training in a big corporate.
Cherise, Financial Planning Executive

THE ROLE OF A FINANCIAL PLANNING EXECUTIVE

You will work in a paraplanning capacity alongside one of Unividual's Chartered Financial Planners who will mentor you to develop your career.

An example of your duties will include:

• Supporting the financial planning team with gathering information for client review meetings and presentation reports
• Pulling together a financial cashflow forecast for a client
• Comparing different financial products for a client to find the best solutions
• Answer incoming calls and provide customer service to clients when the financial adviser is in a meeting
• Greeting clients when they visit for a meeting
• Writing up client notes and updating client records
• Working alongside a financial adviser to implement client financial strategies

REWARD & BENEFIT
If you join Unividual, not only will we invest in you as an individual, but you will also receive:

• 28 days holiday (including bank holidays) extra time off can be earnt via our incentive programme
• Christmas Eve off work
• 1 extra days holiday for each year of service (up to five years)
• After probation employees will receive three weeks sick pay, which increases to three months after three years of service.
• After probation the opportunity to work from home one day a week
• Business casual dress code
• Income protection, after initial probationary period
• Workplace pension, including employer contributions
• Team building days and wellbeing programme after probationary period
• Opportunity to develop your career with tailormade training and/or professional qualifications
• Client referral bonus scheme

WHAT WE ARE LOOKING FOR

1. Self-Management and Organisation

• Enthusiastic selfstarter who is keen to work individually or as part of a team
• Conscientious individual with the ability to think laterally and bring their own ideas to the table
• Diligent individual with good attention to detail and a naturally critical eye
• Someone who focuses on looking after their own wellbeing and those around them

2. People Skills

• A personable character that can get on with people from all sorts of backgrounds and walks of life
• Caring, empathetic with high morals and naturally trustworthy

3. Communication

• Professional and personable communication skills
• Whilst not everyone is confident in connecting with new people, we are looking for individuals that enjoy working alongside their colleagues to build good team morale

4. IT Skills

• Proficient with numeracy, IT and literacy and able to write detailed and concise reports with good spelling and grammar
• Competent in Word, Excel, PowerPoint etc. as well as adapting to the use of new systems

If there is anything about this person criteria or job role you are not sure about please don't hesitate to contact us with your queries.

Job Types:
Full-time, Part-time, Permanent

Part-time hours: 37.5 per week


Salary:
£30,000.00-£50,000.00 per year


Benefits:

• Additional leave
• Company events
• Company pension
• Flexitime
• Private medical insurance
• Referral programme
• Sick pay
• Wellness programme
• Work from home

Schedule:

• Monday to Friday

Ability to commute/relocate:

• London, W2 6LG: reliably commute or plan to relocate before starting work (required)

Experience:

- administration: 1 year (required)


Work authorisation:

• United Kingdom (required)

Work Location:
Hybrid remote in London, W2 6LG

Application deadline: 27/01/2023