Trainee Paraplanner: Mentored Hybrid Path to Planner

Exchange Street Claims ltd; Wetherby; On-site; 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

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.