Senior Paraplanner / Team Leader

This isn’t a stepping-stone role.

It’s a destination.

This business are employee owned through an Employer Ownership Trust (EOT). That means the business won't be sold, because it needs trustee approval (that it will never get) for that to happen.

And as a beneficiary of that trust you get a seat at the table when it comes to deciding on plans and what you do with your profits.

So if you want a job for life, you've basically got one.

And it's not just any job.

This business is one of the absolute best in the UK. That sounds a big claim but honestly, mention their name to people in the profession and they'll nod. They know.

They have unrivalled experience and knowledge about nurturing and developing their staff. Look at any staff profile, speak to any one of them, and they'll attest to that.

The career journey you'll go on will lead you to Certified status. To being one of the most knowledgeable lifestyle financial planning/cashflow modelling specialists out there. 

Who doesn't want to be an expert? 


PAY & WORKING ENVIRONMENT 

Along with a career journey there's a pay journey. As you develop and grow so will your salary. There's also:

• A bonus for each exam you pass
• Annual salary appraisal
• Company bonus scheme (a sizeable four figure amount each year)
• PMI
• DIS
• Holidays that increase to 27 days with time served
• Exam/membership support
• On-site gym 
• Work-life balance - it's rare you'll see one of your peers in the office after 5pm

THE JOB ITSELF 
  
You'll be a senior paraplanner working on complex, challenging cases, supporting the planners at the business who are all Chartered/Certified. 

You will also be the team lead for the wider support function, overseeing the paraplanning and admin teams (currently 7 people in total). This means managing cases/workflow from start to finish, training, mentoring etc. 

The HR/management of the team will stay with the Practice Head so you get to focus on all the fun stuff. 
  

HERE'S WHAT YOU'LL NEED

You'll want to be a paraplanner not a financial planner. You will love financial planning and might get the occasional eye roll when you talk to your friends and family about it (at length).

You'll be a big believer in cashflow modelling and lifestyle financial planning. You'll be client centric and will want the absolute best for them.

You don't need to have leadership experience. But you'll probably be a senior, go-to person at your business already. 

You will either live in the Milton Keynes area or be open to relocating. The firm even have access to quality local accommodation for less than £500 per month through one of their generous clients. Some jobs are so good they're worth moving for.



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Ready to be happier? Click apply and find out more about this game-changing life/career opportunity. 

If you don't have a CV just send us a way of contacting you. 

Everyone will get a response.