Trainee/Junior Paraplanner

Exchange Street Claims ltd; Wetherby; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading financial planning firm in Wetherby is seeking an administrator to join their team. The ideal candidate will learn and develop into a paraplanner role under the guidance of experienced mentors. Salary offers between £30,000 - £40,000 with benefits including a discretionary bonus, pension contributions, and hybrid working options. This role provides an excellent opportunity for career advancement and is ideal for someone eager to grow in the financial planning field.

Benefits

25 days holiday

8% pension contribution

Discretionary bonus

Private Medical Insurance

Death in Service (4x salary)

Qualifications

• Good grounding in administration within a financial planning practice is preferable.
• Capability to pass exams in personal injury/Court of Protection advice.
• Detail-oriented approach necessary for specialist advice.

Responsibilities

• Work alongside paraplanners and senior planners to develop skills.
• Learn about nurturing client relationships.
• Engage in personal development within a supportive environment.

Skills

Attention to detail

Team player

Ability to learn quickly

Job description

Overview

Glass ceilings might be metaphorical. But they still hurt. You\'re keen. Capable. Ambitious. You know where you want to take your career and so does your employer. Trouble is they\'re unwilling or unable to help. Bump. You won\'t face that at this firm. This business is one with a track record of nurturing and developing their staff. The best example of that is you\'ll join a team alongside a paraplanner who joined the firm as an administrator and someone who joined as a trainee IFA. Two people who will act as mentors to you.

As for the job you\'ll join as an administrator. But you will learn and develop new skills as a paraplanner, guided by your mentors and a senior planner. That means technical advancement. Powering through your exams. And first hand exposure to how to build brilliant client relationships. As for your future? Well you might want to be the best paraplanner you can be. They can help you get there. Want to be a financial planner? They can do that too. They\'re a business that wants to develop their own planners, not hire externally, after all. And that person could be you.

It\'s not just learning and development where they\'ve got it covered though. Salary is £30,000 - £40,000 depending on experience. Alongside that there\'s:

• A discretionary bonus
• 8% pension contribution
• DIS (4x)
• PMI
• 25 days holiday

Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They\'ll also support you with your exams.

The firm itself is a modern financial planning firm. We\'ve worked with them before and they nurture their staff, continue to find ways to improve and are happy to invest in their employees.

Qualifications

Ready to go to the next stage of your career? You\'ll be an administrator within a financial planning practice. You don\'t need years and years of experience, just a good grounding. You will have the capability to pass exams and have the capacity to learn about a niche area – personal injury/Court of Protection advice. As a small business/team you will need to be a team player and given the specialist advice will have great attention to detail.

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Ready to go to the next stage of your career? Click apply.

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