|Maltravers House, Petters Way, Yeovil BA20 1SH|
When writing this advert, we didn’t have to look far for inspiration. Before she was promoted to Financial Planner, Samantha Gratton worked as a Paraplanner in our Wells office. She was also the 2019 winner of the coveted Paraplanner of the Year award (back in the day where awards ceremonies were things that happened in person)!
At the time we asked her why she loves being a paraplanner her answer was clear. “As a Paraplanner, I assist a Financial Planner in their job. On any day I may be liaising with clients or providers to gather information, undertaking technical research and calculations, and drafting recommendations.
There is also the opportunity to be a part of client meetings which builds client relationships further and allows us to understand the entire breadth of the financial planning process. You don’t need to be restricted to the office desk!”
At Old Mill we take a holistic approach to financial planning; our starting point is always to gain a deep understanding of our clients’ lives, their goals, and ambitions. This enables us to create a comprehensive financial plan considering current assets, attitude to risk and cash flow needs of the client. As one of our paraplanning team, your knowledge and expertise will be instrumental in the creation and implementation of our clients’ financial plans.
Via a clearly defined career path, everyone has the opportunity to develop their technical knowledge, from certificate level qualifications through to Diploma and Advanced level qualifications. Combine that with the hands-on experience you will gain on the job and you will feel truly valued.
So, if you want to get involved in a profession that does not want to just keep doing things the old way and is not just open to change, but embraces it please get in touch for more information or click to apply below.
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