Paraplanner

You want to be a financial planner - but not yet. 

But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.

If your current firm can't do that, this one can.

At this Chartered IFA business you'll start as a Paraplanner (what they call a Client Manager). You'll quickly start spending time with clients, building your soft skills without the pressure of hitting targets. 

But in the next few years if you want to be a planner they will make that happen, as they've done several times before. 

Starting salary will will be up to £45,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package. 

The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend. 



THE JOB

To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. You'll spend a lot of time with clients, attending every meeting with your planner.

And all the while, the focus will also be on developing your soft skills so that you can become an adviser. 

They can deliver on this because they're acquisitive. And they've already progressed four other people before you in this way. All joined to provide support to the planning team but all are now at varying stages of their advice career.

Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready.

This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled.  
  


HERE'S WHAT YOU'LL NEED:

You'll have several years paraplanning experience.  

You'll be an energetic team player. Someone who values collaboration and learning from others. 

You will see the benefit of being in the office, learning from others. 




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Need more than vague assurances?

Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.

Everyone will get a response.