Senior Paraplanner

Exchange Street Executive Search; Leeds; Hybrid; GBP 55,000 - 65,000; Full time

Job summary

A leading IFA firm in Yorkshire is searching for a Senior Paraplanner who is level 4 qualified and experienced in the field. Offering a salary of up to £65,000, the firm emphasizes fair payment alongside a comprehensive benefits package, including hybrid working options. The role involves supporting Chartered Financial Planners, overseeing diverse financial cases, and fostering professional growth in an environment that prioritizes employee satisfaction and open discussions about salaries.

Benefits

8% employer pension contribution

Discretionary bonus pool (around 15%)

4x basic salary death in service

Comprehensive private medical insurance

25 days holiday

Qualifications

• Minimum 3 years of experience as a paraplanner.
• Strong understanding of complex financial planning cases.
• Desire to continuously improve in a supportive environment.

Responsibilities

• Provide full paraplanning support to Chartered Financial Planners.
• Oversee a variety of financial cases.
• Engage in salary reviews and appraisals.

Skills

Career paraplanner

Financial planning expertise

Excellent communication

Education

Level 4 qualification

Working towards Chartered status

Job description

Get the pay you deserve, not the pay they think you deserve.

This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay.

Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace.

That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000.

That means not only will you get fair pay for the responsibilities you hold (or will go on to hold).

You’ll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line.

Alongside the salary there's an excellent benefits package :

• 8% employer pension contribution
• Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%)
• 4x basic salary death in service
• Comprehensive Private Medical Insurance
• 25 days holiday

Option for hybrid working available (3 days in the office) As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners.

You’ll work with more than one planner providing variety to the cases you’ll oversee and exposure to how different planners work. Given they’re dealing with complex financial planning cases, you’ll learn a lot too.

HERE'S WHAT YOU'LL NEED :

You’ll be level 4 qualified and on the way to Chartered if you’re not there already.

You will be a career paraplanner who wants an environment where you can get better and better and better.

You’ll have 3 years plus experience as a paraplanner.

Don't think you’re paid fairly? Click apply.

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