Senior Paraplanner — Path to Chartered Financial Planner (Hybrid)

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

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.