Senior Paraplanner

Exchange Street Claims ltd; Preston; Hybrid; GBP 44,000 - 52,000; Full time

Job summary

A leading financial services firm in the United Kingdom is seeking a Paraplanner. This role involves working with high-net-worth individuals and offers mentorship to develop into a financial planner. The firm supports its employees with a comprehensive training program and offers agile working conditions, along with a competitive salary and numerous benefits, including 25 days of holiday. Candidates should have 3–4 years of paraplanning experience and be level 4 qualified.

Benefits

Starting salary up to £52,000

Agile/Hybrid working

25 days holiday plus bank holidays

Employee recognition awards

Employee Assistance Programme

Qualifications

• 3–4 years of paraplanning experience, level 4 qualified.
• No need to come from an IFA background, nor expert in financial planning.
• Experience in IO would be beneficial but not essential.

Responsibilities

• Work with HNW individuals and businesses, involving specialist planners.
• Receive mentorship and support to grow into a financial planner.
• Participate in a supportive management structure with career progression.

Skills

Paraplanning experience

Level 4 qualified

Communication skills

Job description

Ouch. Glass ceilings hurt. You’re ambitious and want to keep improving, but where you are there’s no training, no advancement, and no learning. This job eliminates those problems.

Company overview Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners – that’s where you come in. You’ll have a manager, a mentor, and buddies from different teams. The firm supports those who aim to become financial planners in 3‑4 years, helping you obtain Chartered status and ramp up technical skills.

We work with HNW individuals and businesses with complex needs. Your day‑to‑day work will be far from run‑of‑the‑mill, involving specialist planners and referrals from tax and corporate finance teams.

Benefits

• Starting salary up to £52,000
• Agile/Hybrid working – core hours 10 AM to 2 PM and two home‑working days
• 25 days holiday plus bank holidays, with the option to buy or sell up to 5 days (28 days on a training contract)
• Employee recognition awards
• Succession planning programme and supportive management structure
• Employee Assistance Programme – free confidential 24‑hour support, unlimited counselling and virtual doctors for you and your family

Requirements

• 3–4 years of paraplanning experience, level 4 qualified
• No need to come from an IFA background or be an expert in all areas of financial planning
• Experience in IO would be good but not a pre‑requisite

Want to know more? Apply and we’ll be in touch. Even without an up‑to‑date CV, we can discuss later. Everyone receives a response.