Our team are superstars that look after some of the best firms in the profession.
As such, we don’t want people who are just looking for another paraplanning job. We want people who are looking for the next stage of their career.
We recruit quarterly, so if you are keen to become part of any of the teams below, get in touch.
The recruitment process is a little unusual but it does give you the chance to find out about us as we do about you.
- Firstly, we will be looking at your CV to see whether you have the qualifications and skills needed to be able to enjoy the role.
- If this goes well, we will invite you to a teams interview with the Head of Engagement.
- After this, you may be asked to complete a technical test.
- If this goes well, we will invite you to a teams interview with the Head of Culture.
- Finally, if we are happy you are the right kind of person, we will invite you to speak to the existing team and ask them questions about what life is really like here.
Paraplanning Team Member
Our view of a Paraplanner is different to many in the industry, so we want your view of the industry to be different to most Paraplanners.
We are looking for paraplanners that are level 4 qualified and progressing towards or looking to start progressing towards level 6. We expect you to be comfortable acting as a critical friend to our clients and help them towards their business goals.
We expect our Paraplanners to have utmost integrity in all they do, and to carry an attitude of ownership in all issues they encounter. We want a commercially aware individual who has a genuinely progressive way of thinking and above all else, we want you to have more pride in your attitude than in your qualifications.
In return, we offer a unique opportunity to work for one of the most innovative employers in the industry who actively promotes the ‘work to live not live to work’ ethos, the security of a full PAYE position, the freedom to work from home and the support of excellent technology and administrators.
Trainee Paraplanning Team Member
We recognise that some strong paraplanners may not yet have the full qualifications or level of experience we require.
To this end, we would be keen to hear from people who are progressing with their development and feel that being a Timebank Paraplanner is an aspiration they can soon achieve.
You will have either limited experience but have achieved, or are close to achieving, QCF Level 4, or who you have relevant experience but do not yet hold the full Level 4 qualification.
You will be overseen by a Paraplanner but we will still want you to have the confidence to act as critical friends to our clients, and to help them towards their business goals.
In return, we offer a unique opportunity to work for one of the most innovative employers in the industry who actively promotes the ‘work to live not live to work’ ethos, the security of a full PAYE position, the freedom to work from home and the support of excellent technology and administrators.
Support Team Member
We are a small but thriving business that is helping excellent advisers deliver a brilliant service to their clients.
The role is about supporting Timebank Paraplanners by taking responsibility for obtaining and managing data from financial providers, inputting that data into our bespoke back office systems and effectively managing your workload to achieve productivity goals.
You may also be required to produce illustrations, undertake research and read cases.
As you progress, you will take responsibility for your own cases and you also have the option to work towards a level 6 qualification if you want to.
The ideal candidate will be in or have experience of a Paraplanning, technical or senior administration role. Financial qualifications are desirable but not essential, above all else we want individuals with sparkle and tenacity and we expect you to have utmost integrity in all you do, and to carry an attitude of ownership in all issues you encounter.
In return, we offer a unique opportunity to work for one of the most innovative employers in the industry who actively promotes the ‘work to live not live to work’ ethos.
You will have the comfort and security of a full PAYE position, a generous holiday package, an auto enrolment pension scheme , work from home and will be supported with excellent technology.
Quality & Standards team Member
We expect that you will have some financial planning experience with some qualifications aiming for level 4.
The role involves checking reports/suitability letters/data harvest/SAP reports and TVCs carried out by the paraplanning team before being issued to clients. This involves checking work against initial adviser requests, illustrations, charges as well as making sure the information reads correctly and is accurate from a financial and grammatical perspective.
The candidate will require excellent attention to detail and a high level of accuracy. A good knowledge of Word (in particular Word formatting) and Excel is essential and preferably some knowledge of financial packages such as Financial Express.
The candidate also needs to be flexible within their role and help out other departments when the need arises. The role can be quite pressurised during busy periods when the workloads are high.
We expect our team to have utmost integrity in all they do, and to carry an attitude of ownership in all issues they encounter.
We want a commercially aware individual who has a genuinely progressive way of thinking and above all else, we want you to have more pride in your attitude than in your qualifications.
In return, we offer a unique opportunity to work for one of the most innovative employers in the industry who actively promotes the ‘work to live not live to work’ ethos, the security of a full PAYE position, the freedom to work from home and the support of excellent technology and administrators.
Start working with us
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