Lubbock Fine Wealth Management
Paraplanner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Lubbock Fine
Lubbock Fine is a successful 20 Partner accountancy and tax advisory practice. We are also the founder member of the award-winning global network Russell Bedford International. The overarching strategy of the firm at the heart of our success is our vision to ‘redefine exceptional’. Now is a perfect time to join us to be part of that success and to help shape the future.
We have a diverse range of clients, both within the UK and around the world. Our specialist business desks look after clients in France, Portugal, India, the Middle East and Africa, we have a newly launched German desk and business operations in the Cayman Islands. Our Dubai office, established in 2006, was one of the first to register as auditors with the Dubai Financial Services Authority.
Our clients cover a vast array of sectors including property investment businesses, natural resources, and renewable energy firms, the media & entertainment sector, technology, FCA registered firms, charities and large funds with up to £4bn in assets. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
Our leadership team is friendly and approachable, and they keep an open-door policy to interact with the LF team at all levels. Our Smart Working policy enables you to reasonably work from where, and when you want, ensuring that you have a high degree of autonomy over how you manage your time.
We take CSR seriously and are heavily engaged in social mobility and charitable activities giving you the opportunity to give back. Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values. We have an extensive range of benefits.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
LF understands that everyone will have different long-term personal goals. Consequently, each team member is able to develop a tailored development plan to help them reach their specific career goals. Some of our team members who moved into Industry are now our clients. After a period of time with the firm we offer sabbaticals and international secondments within the RBI network.
If you are looking to take your career path all the way to partnership, the path to achieving this will be completely transparent. LF operates a unique ‘Path-to-Partner’ training and mentoring programme, allowing you to progress from trainee, into management and then Partnership as fast as you are capable of doing so.
Our Wealth Management Team
Lubbock Fine Wealth Management is a thriving financial services business providing Independent financial advice to private clients and businesses. Our team of expert financial advisers support clients at every stage of their lives. Through our holistic financial planning process, we help our clients to preserve their wealth for the future. We create financial planning solutions tailored to our clients' needs and objectives.
Job Description - Paraplanner
This is a permanent, full-time role covering the following:
- You will be exposed to a wide variety of work across an exciting and varied client base
- You will be responsible for producing suitability reports
- You will be responsible for product selection and due diligence
- You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
- You will get the chance to enjoy and participate in a wide range of the firm's social events and external networking
Get help with your application
Your very own career expert that helps elevate your application to the next level.
We would love to hear from you if you have:
- At least two years' experience as a Paraplanner, established within a similar firm
- Diploma in Financial Planning Level 4
- Excellent communication skills
- Experience liaising with all relevant stakeholders
- The ability to work under pressure and on own initiative
- Excellent IT and presentation skills
- Enthusiasm, drive and determination, coupled with a 'can-do' approach to work
- The desire and ability to develop and grow your career in a forward-thinking and supportive environment
What can we offer you in return?
- A competitive salary as well as a fully comprehensive range of benefits to include:
- Smart Working with core hours from 10am to 4pm
- Christmas bonus scheme
- 4 or 5% pension (salary sacrifice)
- Private Medical insurance
- Dental insurance
- Interest free season ticket loan
- Enhanced Maternity, Paternity & Shared Parental Leave packages
- Flexible benefits: including healthcare assessments, cycle to work, health cash plan etc
- Employee assistance programme
- 26 days holiday plus bank holidays
- Fresh fruit and snacks in the office every week
- Massage Angels bi-monthly
- Annual away day and Christmas party as well as numerous other socials
- Annual wellbeing calendar with free seminars, freebies, lunch & learns
- A supportive working environment where development and progression are actively encouraged!
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location