Careers

We’re always looking for new talent, if you would like to start a career at Wellesley please submit your CV today.

If you are in an advisory environment already and are looking for a new challenge, we would love to hear from you.

If you would like to see what it’s like to work for Wellesley, we’ve created a short video of current team members highlighting what they like about the company, their role and their colleagues.

Careers

We’re always looking for new talent, if you would like to start a career at Wellesley please submit your CV today.

If you are in an advisory environment already and are looking for a new challenge, we would love to hear from you.

If you would like to see what it’s like to work for Wellesley, we’ve created a short video of current team members highlighting what they like about the company, their role and their colleagues.

Current Vacancies

We’re always on the lookout for client-centric focused Financial Advisers.

  • Are you a financial adviser looking for the next step in your career?
  • Are you Dip level 4 qualified? Are you Chartered or looking at becoming Chartered soon?
  • Do you need office support in order to really grow your offering?
  • Salary – Competitive.

What do I need to do now?

If you wish to take your career to the next level, working for a successful financial services practice, then please submit your CV to info@wellesleywa.co.uk today!

Reports to: Paraplanning Manager

We’re looking for an experienced paraplanner to work alongside and together with other Financial Paraplanners and the Administration team to support our team of advisers and provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance.

What will I be doing in the role?

  • Identify and collect any outstanding relevant quantitative information required to compile a financial report.
  • Liaise with product providers and other relevant third parties over the phone and via email to complete full investigations and product breakdown to support recommendations and to enable decision-making.
  • Prepare information/comparisons for analysis and further discussion with the Financial Adviser including illustrations, Critical Yield Calculations and Income calculations.
  • Organise and update relevant data using in-house database applications (excel spreadsheets, the CFR and access), helping to organise the technical task and workflow for the business.
  • Assist with the accurate completion of application and proposal forms on ibusiness and where paper-based, sending the necessary information off to St. James’s Place within the given timeframe.
  • Check all compliance paperwork is present on submission of reports.
  • Discuss and establish client objectives with the Financial Adviser(s).
  • Support the Financial Advisers in research and analysis to meet client needs and objectives, including the analysis of Client data and preparing cash flow analyses.
  • Complete strategy documents, suitability letters and reports that account for client’s circumstances and needs, informing and advising clients on financial strategies, plans and products.
  • Quality check the work of your colleagues as well as proof read your own reports and letters before submission, making any necessary amendments following feedback as well as pro-actively understanding these amendments and the reasoning behind them.
  • Provide technical support and qualified knowledge to Financial Advisers, Personal Assistants and the Administration team as well as other members of staff where required.
  • Ensure that all regulatory and compliance standards are met by maintaining your own knowledge and applying this to your research and reports.
  • Promote the profile of the business within the profession and wider communities.
  • Continuous professional development to meet regulatory requirements and personal development needs.
  • Generally help out with other office duties i.e. answer the telephone in a timely manner and deal with incoming enquiries by taking the appropriate action; meet and greet clients – arrange refreshments and catering when applicable; deal with incoming and outgoing post; maintain a comprehensive client filing system; maintain a smart and tidy office.

What do we look for in this role?

  • At least three years’ relevant experience within a financial services role, ideally in a financial planning practice environment, or working towards this experience as a Trainee Paraplanner
  • Qualified to Diploma Level within CII or working towards this qualification as a Trainee Paraplanner.
  • Excellent interpersonal skills, both oral and written.
  • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
  • Detailed and accurate in every aspect of the role.
  • Excellent report writing, problem solving and decision-making skills.
  • Good knowledge of Microsoft Office/IT skills.
  • Good planning and organisational skills, with the ability to organise and prioritise workloads.
  • Proactive and flexible in your approach to work and willing to go the extra mile.

What are the benefits?

In addition to a competitive salary, you will benefit from a significant focus on your own personal development, with the right candidate being provided with the opportunity to have a significant input into how their role develops. In conjunction with this we offer:

  • 35 hours per week Monday to Friday (with reduced working hours of 09.00 – 13.00 on Friday’s – subject to workloads).
  • Group company pension scheme with matching of contributions of up to 5%.
  • Private medical insurance scheme.
  • Death in Service scheme.
  • Up to 25 days a year holiday + bank holidays.
  • Modern offices with onsite gym, garden, parking and breakout areas.
  • Competitive salary.

What do I need to do now?

For an informal discussion about the role please call 01444 244551 and speak to Bryony Pitt, alternatively you can email your CV to bryony.pitt@sjpp.co.uk

Current Vacancies

Current Vacancies

We’re always on the lookout for client-centric focused Financial Advisers.

  • Are you a financial adviser looking for the next step in your career?
  • Are you Dip level 4 qualified? Are you Chartered or looking at becoming Chartered soon?
  • Do you need office support in order to really grow your offering?
  • Salary – Competitive.

What do I need to do now?

If you wish to take your career to the next level, working for a successful financial services practice, then please submit your CV to info@wellesleywa.co.uk today!

Reports to: Paraplanning Manager

We’re looking for an experienced paraplanner to work alongside and together with other Financial Paraplanners and the Administration team to support our team of advisers and provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance.

What will I be doing in the role?

  • Identify and collect any outstanding relevant quantitative information required to compile a financial report.
  • Liaise with product providers and other relevant third parties over the phone and via email to complete full investigations and product breakdown to support recommendations and to enable decision-making.
  • Prepare information/comparisons for analysis and further discussion with the Financial Adviser including illustrations, Critical Yield Calculations and Income calculations.
  • Organise and update relevant data using in-house database applications (excel spreadsheets, the CFR and access), helping to organise the technical task and workflow for the business.
  • Assist with the accurate completion of application and proposal forms on ibusiness and where paper-based, sending the necessary information off to St. James’s Place within the given timeframe.
  • Check all compliance paperwork is present on submission of reports.
  • Discuss and establish client objectives with the Financial Adviser(s).
  • Support the Financial Advisers in research and analysis to meet client needs and objectives, including the analysis of Client data and preparing cash flow analyses.
  • Complete strategy documents, suitability letters and reports that account for client’s circumstances and needs, informing and advising clients on financial strategies, plans and products.
  • Quality check the work of your colleagues as well as proof read your own reports and letters before submission, making any necessary amendments following feedback as well as pro-actively understanding these amendments and the reasoning behind them.
  • Provide technical support and qualified knowledge to Financial Advisers, Personal Assistants and the Administration team as well as other members of staff where required.
  • Ensure that all regulatory and compliance standards are met by maintaining your own knowledge and applying this to your research and reports.
  • Promote the profile of the business within the profession and wider communities.
  • Continuous professional development to meet regulatory requirements and personal development needs.
  • Generally help out with other office duties i.e. answer the telephone in a timely manner and deal with incoming enquiries by taking the appropriate action; meet and greet clients – arrange refreshments and catering when applicable; deal with incoming and outgoing post; maintain a comprehensive client filing system; maintain a smart and tidy office.

What do we look for in this role?

  • At least three years’ relevant experience within a financial services role, ideally in a financial planning practice environment, or working towards this experience as a Trainee Paraplanner
  • Qualified to Diploma Level within CII or working towards this qualification as a Trainee Paraplanner.
  • Excellent interpersonal skills, both oral and written.
  • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
  • Detailed and accurate in every aspect of the role.
  • Excellent report writing, problem solving and decision-making skills.
  • Good knowledge of Microsoft Office/IT skills.
  • Good planning and organisational skills, with the ability to organise and prioritise workloads.
  • Proactive and flexible in your approach to work and willing to go the extra mile.

What are the benefits?

In addition to a competitive salary, you will benefit from a significant focus on your own personal development, with the right candidate being provided with the opportunity to have a significant input into how their role develops. In conjunction with this we offer:

  • 35 hours per week Monday to Friday (with reduced working hours of 09.00 – 13.00 on Friday’s – subject to workloads).
  • Group company pension scheme with matching of contributions of up to 5%.
  • Private medical insurance scheme.
  • Death in Service scheme.
  • Up to 25 days a year holiday + bank holidays.
  • Modern offices with onsite gym, garden, parking and breakout areas.
  • Competitive salary.

What do I need to do now?

For an informal discussion about the role please call 01444 244551 and speak to Bryony Pitt, alternatively you can email your CV to bryony.pitt@sjpp.co.uk

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