Paraplanner

Exchange Street Claims ltd; Bury; Hybrid; GBP 41,000 - 50,000; Full time

Benefits offered by this job

DIS

Pension

25 days holiday

Exam support

Job summary

Exchange Street Claims ltd in Bury is recruiting a paraplanner to join an established team. You'll replace a retiring colleague, handle pensions, investments, IHT/estate planning research and produce technical reports.

The role is hybrid with three days in the office, a solid salary up to £45,000, and a package including DIS, pension, 25 days holiday and support with professional exams.

Qualifications

• Diploma qualification preferred, or strong paraplanning experience.
• Open to a capable financial planning administrator stepping up.
• Demonstrable experience in pension, investment and estate planning research.

Responsibilities

• Conduct research and analysis for pensions, investments, IHT/estate planning.
• Produce suitability reports and help advisers put advice together.

Skills

Paraplanning

Research skills

Financial analysis

Education

Diploma in Financial Planning

Tools

Xplan

FE Analytics

EV

Selectapension

iPipeline

Job description

Not every job needs to promise the earth.

Sometimes you just want a good salary, experienced advisers, a proper paraplanning team and a business that isn’t trying to reinvent your working week every six months.

This is one of those jobs.

It’s a paraplanning role in Bury paying up to £45,000, supporting three senior IFAs who’ve all been with the business for over 20 years.

It’s hybrid, with three days a week in the Bury office. And it also comes with 4 x DIS, pension, 25 days holiday and support with further exams.

THE JOB

You’ll join an established team of four paraplanners, replacing someone who is retiring. It's a slick operation so you'll walk into an efficient, supportive team.

The work is what you’d expect: research, analysis and suitability reports around pensions, investments, IHT/estate planning and helping experienced advisers put good advice together properly.

They use Xplan, FE Analytics, EV, Selectapension and iPipeline, alongside platforms including AJ Bell, Quilter, FundsNetwork, Elevate and Prudential.

WHAT YOU'LL NEED

They’re refreshingly sensible about qualifications.

You don’t necessarily need to be Diploma qualified if you’ve already got good paraplanning experience. They may also consider a strong financial planning administrator who’s already doing some technical work and is ready to step up.

So no fireworks. No “once-in-a-lifetime opportunity”. No claims that you’ll transform the future of financial advice before lunch.

Just a solid paraplanning job, with a stable team, experienced advisers and a decent salary.

Sometimes that’s plenty.