Paraplanner - Clear path to Financial Adviser | Hybrid

Exchange Street Claims & Financial Services; North East; Hybrid; GBP 35,000 - 59,000; Full time

Benefits offered by this job

Exam funding

Professional development

Hybrid working after training

Progression into financial advice

Job summary

Exchange Street Claims & Financial Services is seeking a paraplanner to join a busy technical planning team. You’ll contribute to research and report writing across pensions, investments, tax planning, trusts and protection, with close collaboration to Financial Advisers.

Hybrid working is offered after training, with three days in the office and two at home. A Level 4 Diploma in Financial Planning is ideal, though experienced paraplanners near completion are welcome.

Qualifications

• Ideally, you’ll already hold the Level 4 Diploma in Financial Planning.
• Applications are also welcome from experienced Paraplanners close to completing it.
• You’ll need to be comfortable managing a steady caseload and handling technical advice.

Responsibilities

• Assist with pensions, investments, tax planning, trusts and protection alongside Financial Advisers.
• Complete product research and report writing using the company’s planning system and templates.
• Support the team with high-quality financial planning outputs; no cashflow modelling involved.

Skills

Paraplanning

Report writing

Financial planning

Attention to detail

Time management

Education

Level 4 Diploma in Financial Planning

Tools

In-house planning system

Job description

Exchange Street Claims & Financial Services is seeking a paraplanner to join a busy technical planning team. You’ll contribute to research and report writing across pensions, investments, tax planning, trusts and protection, with close collaboration to Financial Advisers.

Hybrid working is offered after training, with three days in the office and two at home. A Level 4 Diploma in Financial Planning is ideal, though experienced paraplanners near completion are welcome.