Current Vacancy – Paraplanner
A role has arisen for a Paraplanner to provide a high level service to our clients by supporting our Advisers taking responsibility for the client file from data gathering, analysis, production and implementation of the Financial Plan.
Please click here to view the Job Description.
On offer is an excellent office environment. Salary is completely dependent upon experience and qualifications.
If you are interested in working with us, simply send your CV together with details of your current salary by email to firstname.lastname@example.org
As an ambitious, fast-growing business, we’re always looking to attract the very best people.
That’s why we look to nurture the careers of those wanting to make an impression in the financial services sector.
As you’ll see from the case studies below, these talented individuals have gravitated to us
Jade Beasley and Ben Slater
Jade Beasley and Ben Slater, Trainee Paraplanners, are perfect examples of how two people can shine through hard work, support, commitment and talent.
Jade began working here in 2014 as a Client Servicing Administrator with a desire to learn our client servicing process ‘from the beginning’. Keen to continue developing her technical knowledge, she had completed her fourth Diploma exam within 6 months.
Her role meant that she became exposed to more of our Elite and Private Client work, and the more technical areas of advice that comes with this! When a vacancy in our Paraplanning team came up, she jumped at the chance.
Jade hopes to complete the Level 4 Diploma and become fully qualified. After that, the Advanced Diploma exams beckon (with maybe a bit of time to relax in-between!)
In similar fashion, Ben joined us in July 2013 as an apprentice. Within a year he was ready to take on more challenging Elite and Private Client work. After completing his apprenticeship, he was made a Client Servicing Administrator.
With several Diploma level exams under his belt, Ben has now been promoted to a Trainee Paraplanner. With more exams firmly in his sights, Ben is keen to become a part of our authorised Paraplanner team.
For the likes of Jade and Ben, Russell Ulyatt provides career opportunities that match their ambitions and reward their talents.
Accountancy to glorified tea boy and then hitting the heights
Realising that a career in accountancy wasn’t for him, Gary joined Sun Alliance Insurance in a Sales Support Role (perhaps better described as a tea boy!).
It soon became apparent that the best prospects for career progression within Sun Alliance were open to the sales advisers and so Gary applied for, and was accepted onto, Sun Alliance’s snappily-named SCUT course (Sales Consultants Under Training).
This was an intensive 12 month course, at the end of which Gary got the keys to his company car and a list of Independent Financial Advisers to generate business from – none of which had ever had dealings with Sun Alliance!
The next 4 years were spent developing business from these Independent Financial Advisers before being promoted to cover the Nottingham area.
It was at this time that Gary started to call on Ulyatts. They quickly developed an excellent working relationship, which culminated in Gary being offered a position as an Adviser. Keen to develop his career, Gary joined in January 1997 and hasn’t looked back.
Client Servicing Team
If we were the type of company that issued gold fob watches for long-serving colleagues, Sally would be a worthy recipient.
Sally has been with us since 1993.
Now working part-time, Sally has filled a number of key roles within the firm since joining, which include being Head of Department.
However, as her family has grown over time, Sally has needed a more flexible approach to working hours in order to achieve the right work/life balance. Here, we are keen to accommodate such a flexible approach, so that she is able to work from home one day a week and we retain a highly valued team player.
One thing’s for certain, this is a stimulating, rewarding and exciting place to work.