Paraplanner
Perm
Stockport
Cheshire
To c£45,000 + sizeable bonus + great benefits
Financial Services
Financial Services
609265
Firms love asking where you see yourself in five years. But could they answer that question?
After all advice businesses are being bought out left, right and centre. Many more are gearing up for an exit strategy.
And where does all that leave you?
This fiercely independent and fiercely proud small IFA isn't set up to sell.
Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you’ll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary.
There’s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway?
The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters.
This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears.
And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability.
HERE’S WHAT YOU’LL NEED:
You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't.
The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You’ll also need to have cash flow modelling experience (ideally Voyant).
The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better.
The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days.
——————————————————————---------------------------------------
Time for change? Click apply.
If you don’t have a CV don’t worry we can come to that later.
Everyone will receive a response.
After all advice businesses are being bought out left, right and centre. Many more are gearing up for an exit strategy.
And where does all that leave you?
This fiercely independent and fiercely proud small IFA isn't set up to sell.
Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you’ll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary.
There’s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway?
The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters.
This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears.
And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability.
HERE’S WHAT YOU’LL NEED:
You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't.
The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You’ll also need to have cash flow modelling experience (ideally Voyant).
The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better.
The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days.
——————————————————————---------------------------------------
Time for change? Click apply.
If you don’t have a CV don’t worry we can come to that later.
Everyone will receive a response.
Leanne Fairhurst
Recruiter
0161 667 0427