Paraplanner Trainee: Mentored Path to Qualified Planner

Exchange Street Claims ltd; Preston; On-site; GBP 34,000 - 40,000; Full time

Job summary

A growing financial advisory firm in Preston seeks an administrator to support its paraplanning team. This role offers unique opportunities for training and advancement in a supportive environment focused on personal development. You'll engage with high-net-worth clients and receive comprehensive assistance as you work towards a level 4 qualification. The position includes flexible hybrid working options, a competitive salary of up to £40,000, and various employee benefits, including a generous holiday package and a comprehensive Employee Assistance Programme.

Benefits

Agile/Hybrid Working

25 days holiday plus bank holidays

Employee recognition awards

Employee Assistance Programme

Qualifications

• Experience as an administrator within financial services.
• Eagerness to pursue level 4 qualification.
• IO experience is a plus but not mandatory.

Responsibilities

• Providing support to the paraplanning team.
• Engaging with high-net-worth clients and complex financial needs.
• Participating in team dynamics and contributing to business improvements.

Skills

Adaptability

Communication

Organizational skills

Job description

A growing financial advisory firm in Preston seeks an administrator to support its paraplanning team. This role offers unique opportunities for training and advancement in a supportive environment focused on personal development. You'll engage with high-net-worth clients and receive comprehensive assistance as you work towards a level 4 qualification. The position includes flexible hybrid working options, a competitive salary of up to £40,000, and various employee benefits, including a generous holiday package and a comprehensive Employee Assistance Programme.