Paraplanner / Cashflow modelling expert

Exchange Street Claims ltd; Milton Keynes; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

Join a forward-thinking firm that offers a unique job security through employee ownership. This exceptional opportunity allows you to grow your career in financial planning while enjoying a supportive environment. With a clear path to Certified status and a generous salary progression, you will thrive in a culture that values your development. Benefit from a comprehensive bonus scheme, increasing holidays, and fantastic perks like an on-site gym and a pizza oven. If you're passionate about helping clients and want to work for the best, this is the place for you.

Benefits

Private Medical Insurance

Death in Service Insurance

27 Days Holiday

On-site Gym

Pizza Oven

Local Accommodation Access

Qualifications

• Experience in paraplanning with a passion for financial planning.
• Willingness to mentor and support others as you grow.

Responsibilities

• Assist clients with financial planning and cashflow modelling.
• Support and mentor junior staff as you gain experience.

Skills

Paraplanning

Financial Planning

Cashflow Modelling

Client Centricity

Education

Level 4 Financial Planning Qualification

Job description

They say there's no such thing anymore as a job for life.

What if they're wrong?

At this firm you have a job for life because they 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 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. To a sense of fulfilment that's hard to find.

Along with a career journey there's a pay journey. As you develop and grow so will your salary (which could be anything within £35,000 - £50,000). You'll get paid a bonus for each exam you pass. Your salary will go up too. And there's a generous bonus scheme that means a sizeable four figure each year.

Their benefits are brilliant and include PMI, DIS and holidays that increase to 27 days with time served. They'll support you through your exams/memberships. And they even have an on-site gym and pizza oven along with a view that is just WOW.

And whilst they work hard they have the perfect balance. It's rare you'll see one of your peers in the office after 5pm. And whilst you'll be on site for the first 6 months after that you'll work on a hybrid basis.

When it comes to being the best of course there's pressure. But that's more the pressure you'll put on yourself. The firm itself has high standards but they're not expecting perfection right away - everyone develops at their own pace.

And what's more you'll never be "perfect".But you'll want to try.


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 want to be the best and work for the best. You'll want to pass on your experience and insight to others because as you grow in the job you'll take on mentoring duties.

You'll have paraplanning experience and will have progressed with exams. But you don't need years of experience or even be level 4. You're on a journey - it's not where you are now it's where you'll be in five years that matters.

You'll love spending time with clients. 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 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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If you want to be the best you have to work for the best. Click apply and find out more about this game-changing career opportunity.

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