Trainee Paraplanner

Exchange Street Claims ltd; Sale; On-site; GBP 60,000 - 80,000; Full time

Job summary

A prominent financial planning firm in Sale seeks an energetic administrator to grow into a paraplanner role. You'll support senior planners, attend client meetings, and develop necessary skills for future advising. The firm offers a salary of up to £28,000, flexible working hours, and a supportive environment focused on professional growth.

Benefits

Bonus scheme

Benefits package

Flexible working hours

Qualifications

• Must have admin experience in a financial planning firm.
• Energetic team player who values collaboration.
• Must appreciate learning from colleagues in the office.

Responsibilities

• Start as an administrator and develop into a paraplanner.
• Work closely with senior planners and attend client meetings.
• Focus on developing soft skills for advisory role.

Skills

Admin experience in a financial planning firm

Energetic team player

Collaboration and learning from others

Education

Level 4 diploma (or equivalent) support

Job description

Overview

You want to be a financial planner - but not yet. For now you want to pass more exams, learn more and be, well, more "ready". But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do. If your current firm can't do that, this one can.

At this Chartered IFA business you'll start as an administrator. But you'll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you'll have). And if you want to be a planner they can make that happen in roughly five years time.

And they can deliver on this because they've already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career.

To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you'll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser.

Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready.

Starting salary will depend on the individual and be up to c£28,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package.

The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend.

This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled.

What you'll need

• You'll have admin experience in a financial planning firm as an administrator.
• You'll be an energetic team player. Someone who values collaboration and learning from others.
• You will see the benefit of being in the office, learning from others.
• You don't need to have started your level 4 studies. But you'll want to secure your diploma with the firm's support.

Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later. Everyone will get a response.