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Paraplanner - Chartered IFA

To £60,000 (DOE/exam status)
Financial Services
Just because you are happy doesn’t mean you can’t be happier.

Most people who read job adverts are not desperate for a new job. Paraplanners like you for example.

You're well looked after. Well thought of. Reasonably happy with your salary.

But that doesn’t mean that you can’t be better looked after. Challenged more. And paid more. You don’t always need to have a reason to click apply other than how good another company sounds.

And what’s the harm in that?

The average new client at this business has more than £1m to invest. So cashflow modelling and the use of VCTs and EISs are par for the course. Want to up your technical game? This is the place to do it.

This is a business that values what you have to say. They want to hear your ideas, to challenge how things are done and to contribute to strategy. You're an expert in your area after all, so why wouldn't they lean on you?

Their management style as you'd expect is light touch. You're a motivated, conscientious person, so whilst there's great support you'll have their trust. Need help? Just ask. But you won't be micro-managed.

And as for money it's not the priority but of course it's important. Here you'll get a starting salary of up to £45,000 if you're level 4 qualified. But if you have Chartered status any salary can be as high as £60,000.

There's a decent benefits package too:
  • Pension (5% matched; connect to salary exchange)
  • DIS x 4
  • Income Protection (pay through to retirement)
  • PMI (full cover, MHD, individual but option to add family)
  • CashPlan Benefit
  • Holiday (25 days + bank holiday + birthday)
  • Volunteering / charity day (can be used independently or collegiately with team)
  • Cycle to Work scheme
  • Full expenses – includes travel expenses, exams and CII fees

You'll be level 4 qualified and have 2+ years experience as a paraplanner.

The more technical skills you can evidence the better.

And you'll be a career paraplanner.


You’re happy. You’re loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off.

But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier. The Times would vouch for that.
Click apply. We will be in touch.

Everyone will get a response.

Leanne Fairhurst


0161 667 0427