Trainee Paraplanner

Culture starts at the top.

Work for a good boss and you'll flourish. Work for a bad one and well, you won't.

Too often leadership talks a good game about training, development and the future you. But how many actually back it up?

This isn't a problem you'll face at this IFA business.

Here, the founder and culture setter has long been one of Leeds's biggest fee earners. And that founder recognises that they've not achieved this alone - it's a team effort. And that team has got better and better and better over the years under their guidance.

It includes a paraplanner who has worked with the founder for four years, going from an entry level recruit to the knowledgeable person they now are. It includes someone who progressed through the ranks from admin into advice.

This is a culture setter who knows that to be a first-class financial planner you need a first-class team behind you. And training, empowerment and learning is a huge part of that.
  

HERE'S WHAT YOU'LL NEED:

So whilst you'll join the paraplanning team you don't need to be someone with huge experience, or level 4. Yes you'll have had some exposure to paraplanning and have started your exams, but you'll currently likely be in a more admin focused position.

You'll be ambitious and keen to become level 4 and no doubt go beyond that. But you'll recognise that it's a process and you need time, support and encouragement to build your skills.

  
THIS IS WHAT YOU'LL DO:

That means in the next few years you'll work with a planner who advises clients with £1m+. You'll have lots of client contact. You'll be involved with cashflow modelling and lifestyle financial planning. Your learning and development will be supercharged.

Long-term who knows where your career here might take you. They are a newish business so the founder can't/won't promise swift advancement into an advice position. It's likely that for the next few years you'll focus on becoming a brilliant paraplanner. But it's a growth-minded culture with an inspirational boss and that always bodes well.

  
PACKAGE:

Your starting salary will be £30,000 - £38,000 depending on experience and exam progress. There's also a pension, DIS (x4) and support with exams.

You'll get 25 days holiday AND the office shuts down over Christmas, giving you an extra 2-3 days off each year.

This is a city centre business that believes in collaboration. Most of the team will be in the office most of the time (that said there is flexibility e.g. working from home one day a week).

But ultimately you'll recognise that you develop faster surrounded by brilliant colleagues.
  
-----------------------------------------------------------------------------------------
Want to supercharge your career? Pick a good boss. Pick this boss and click apply.

If you don't have a CV don't worry. Send us a way of contacting you - we can come to the CV later.

Everyone will receive a response.