Paraplanner / Trainee Financial Planner

You want to be a financial planner. But to do that someone needs to give you a chance.

Somewhere where you don't need prior experience. Where a lack of CAS isn't thrown at you. Where you're not expected to run before you can walk.

Somewhere like this.

This company has crafted a detailed plan of how you’ll spend 12 months as a paraplanner - learning, developing, growing - before starting your advice journey in 2027.

This is all laid out in writing so you know exactly what you need to do. As you evidence the technical and soft skills you need you’ll move to the next stage of your development.

Importantly, as you progress so will your pay.

Again this is all clearly laid out so you know exactly what you're getting into and what you're working towards. By the time you’re Chartered/Certified that will take you to £70,000+.

Total clarity. Total accountability. Total commitment.

And that’s not all. The firm have used this plan twice before so they have a proven track record of developing people. It’s been tweaked over the years so works better than ever.

It is one that is set up to put employees and clients first - profits are a natural consequence of doing this well.

And as a business with a team ethos that’s reflected in their bonus scheme. You’ll get a healthy % share of that (we will tell you what when we speak).

There’s also a benefits package including:

✅ Life assurance 
✅ Income protection
✅ 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

The firm itself is a modern financial planning firm that uses evidenced based investing. It’s small, fiercely independent and not set up to sell.

How refreshing is that?


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.

You will have passed at least one AF exam. It's a sign you're taking you're as passionate about financial planning as this firm are.

You’ll become a lead on cashflow modelling so experience with that is preferred (ideally Voyant).

You’ll also need experience in CGT, investment bond encashments, tapered annual allowance etc.

The firm is based in Stockport. Once you’re a planner you will be very much hybrid but in the learning phase (first 12 months in particular) you’ll be around the office most days.


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Ready to take that step into advice and what’s more, do it properly? Click apply. 

If you don’t have a CV don’t worry we can come to that later.

Everyone will receive a response.