Trainee Paraplanner

Exchange Street Executive Search; Penwortham; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial services firm in Penwortham seeks an administrator to support its paraplanning team. The ideal candidate has experience within the financial sector and is eager to pursue a level 4 qualification. The firm offers a competitive salary of up to £40,000, flexible working hours, extensive holidays, and a supportive learning environment.

Benefits

Agile/Hybrid Working

25 days holiday PLUS bank holidays

Employee recognition awards

Employee Assistance Programme

Qualifications

• Experience as an administrator within the financial sector.
• Eager to pursue level 4 qualification or equivalent.
• IO experience would be good but is not a pre-requisite.

Responsibilities

• Support paraplanners and financial planners.
• Engage in agile working and collaborate with a supportive team.

Skills

Experience as an administrator within financial

Eager to pursue level 4 qualification

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. You won't face those problems here.

This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that. 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 and that's where you come in.

When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. That is a long way off there, but that will give you time to get your diploma and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill.

There are other nice touches too. Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better solution. They're not put on pedestals. This culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them. How many businesses offer that?

The package is on the healthy side with a starting salary of up to £40,000. There's also:

• Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days
• 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
• Employee recognition awards
• New and improved programme for succession planning and supportive management structure to help you realise your potential
• Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family

HERE'S WHAT YOU'LL NEED: You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start. You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become. IO experience would be good but is not a pre-requisite. Learning and development, progression and an excellent package combined with agile working. What's not to like?

Want to know more? Click apply and we will be in touch. Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you. Everyone will receive a response.