Our staff tell us that this is a great place to work, so they tend not to leave us very often. But we're continuing to grow and we are always happy to talk to people who have a high level of expertise in financial planning and money management, coaching and counselling. If that describes you, please send us your CV and we'll contact you to arrange a discussion.
Current Vacancies
Paraplanners
At the moment we're looking for Paraplanners to join our team. You'll need to be experienced in handling the details that make up a great client service, and you'll very likely have made, or be making, good progress towards relevant qualifications.
You'll be working within our dedicated Team to deliver the best possible financial planning advice to our clients, based on a clearly-defined review and investment management process. Our Paraplanners take responsibility for creating tailor-made financial plans for our clients, so ideally you'll have some experience of plan writing, so the CFP designation will be an aspiration if not a current reality for you. If you've never written a financial plan but have the knowledge to do so, we'll teach you these skills if needed.
Above all, you'll need to have a real desire to work with a highly professional team and to make a real difference in the lives of the clients you'll be serving. Our 'Values'Based' philosophy is a thread that runs through our whole organisation, and our focus on helping our clients to achieve their goals adds an additional, illuminating aspect to the work that you'll be doing.
If this sounds like the sort of position you'd enjoy, send your CV to Andy Jervis in the first instance, with details of your salary expectation and any other relevant information to help us to assess your application, and contact details so that we can arrange an intial discussion.
Part Time Assistant Accountant
We are currently recruiting for a Part Time Assistant Accountant to support the Accounts Manager and add value to the Finance Department.
This is a newly created position that offers the successful applicant the chance to gain more experience in a close knit team and develop the role further.
The main responsibilities will be:
Maintaining the purchase ledger
Entering all income received on Accounts system and Financial Planning software
Weekly Bank reconciliations
Monthly reconciliation of income between 2 systems
Other Ad hoc duties
Ideally you will be part qualified. You will have strong communication skills and be a proficient user of excel. Experience of Quickbooks will be an advantage.
Salary will depend on experience.
Please send your CV to sophie@chestertonhouse.co.uk
Closing Date 10th June 2011
We're looking forward to hearing from you.
Other Opportunities
If you're an adviser or existing planning firm or individual, you may like to talk to us about business opportunities based on using our systems and methodology. There's a separate page on this site that tells you what we're looking for.
Whatever your situation, if you'd like to discuss a relationship with us, why not contact us now?