Do the most meaningful work of your career. People are at the heart of financial planning. We design financial plans and deliver services that help families manage their wealth better and in turn lead more fulfilling lives. Take a look at our vacancies below or if you think you have something to add send a speculative application with your CV and cover letter to
theteam@uniqfamilywealth.co.uk.
In addition to the following benefits, UNIQ Family Wealth will be trialling a 4-day week from January 2022 with no reduction in salary!
All our staff enjoy the following benefits:28 days annual leave plus 8 statutory bank holidays (this will decrease by 20% if the 4 day week is made permanent after the trial)
A week off between Christmas & New Year, every year – without eating into your allowance
Company Pension Scheme after 3 months
Private Medical Insurance after 12 months service
Free parking on site
Summer and Christmas discretionary bonus (depending on company profitability and staff performance)
6 monthly Personal Development Reviews
Quarterly one-to-ones
Team Away day every January
Summer social every August
Client Christmas Event
Staff Christmas Event
Financial Planner
Financial Planners provide clients with advice and make recommendations on ways to best utilise their assets to achieve their objectives. As a professional, a Financial Planner offers expert advice on suitable mortgages, investments, insurance, tax and private pensions and creates a valuable financial plan for a client.
The salary for an experienced planner will be paying up to £50k (depending on experience & qualifications) + plus bonus
Click here to see the job specification for full details.Paraplanner
The Paraplanner works closely alongside the Financial Planner providing technical and research support in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports. It is important to be able to interpret and analyse data obtained and use research tools to provide solutions that meet client needs.
Salary up to £45,000 depending on experience and qualifications
Click here to see the job specification for full details.Senior Technical Manager & Paraplanner
The purpose of this role is to Manage the workload of the team and oversee the development of the Paraplanners and Trainee Paraplanners. It is also essential to provide technical and research support to the Financial Planners in the delivery of their advice to clients.This may include completing research and analysis, preparing suitability letters and writing client reports.
Salary up to £45,000 depending on experience and qualifications
Click here to see the job specification for full details.Professional Support
This role is integral to the UNIQ team and includes the accurate processing of New Business applications through to and including investing monies, regular platform checks and preparation of monthly and quarterly reports. The Professional Support role is required to assist the Financial Planners, Paraplanners and the business in general via the processing of administrative tasks, updating cash flows and suitability letters.
Salary up to £23,000 depending on experience and qualifications
Click here to see the job specification for full details.