Trainee Paraplanner

Work hard, they said. Be keen, they said. Start your exams. And then you'll get the progression you want.
  
You've done your part. But have they?
  
You won't face that problem here. At this IFA business they'll help develop you into the paraplanner you want, and know, you can be. And they'll do that in the next 9-12 months. 
  
This is a company with a proud track record of nurturing their employees. You'll start as an administrator but you'll soon take on paraplanning tasks like preparing reports with templates.

In the not too distant future, working closely with a Chartered adviser, you'll learn, you'll grow, and you'll get proper, supportive training. 

That will ultimately mean becoming a paraplanner in a "proper", independent, modern financial planning practice. 
  
And as you progress, so will your pay. You’ll start on a salary of up to £35,000 but as your skills and qualifications grow so will your income. Plus, you’ll get a share of the profits through a team bonus scheme, which typically adds around 10% to your salary.
  
Alongside that there's:

• Pension
• DIS
• Vitality PMI
• Income protection
• 25 days holiday plus extra days off over Christmas (they close between Xmas and the New Year)

What we really like about this business is that they're accountable. They'll make it clear from the outset what you need to do to achieve what they want. And they'll make it clear what that will mean to you.
  
How refreshing is that?

  
What you’ll do
  
To start with you'll provide administrative support to the firm's newest adviser. You'll also begin to prepare reports using templates.
  
In the next 12 months you'll become a proper, full fat paraplanner. That means attending client meetings, using Voyant for cashflow modelling and research.

Pace of progress will depend on how you progress. There's no one-size-fits-all approach. 

  
What you’ll need

• At least 3 years of admin experience in a financial planning firm
• Working towards your Diploma (with 2 or 3 exams already passed)
• A genuine drive to progress into a paraplanning role in the future
• Someone who can evidence their passion for the profession 

Strong problem-solving skills and the ability to use your initiative will also set you apart. 

The firm is in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days.  


About the company
  
This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm. 
  
They've grown from small beginnings to a business with 3 planners looking after 170 households. They're supported by two paraplanners, three administrators, and hopefully, you.
  
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Ready to be the paraplanner you know you can be? Click apply.
  
Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later.
  
Everyone will receive a response.