Paraplanner

Exchange Street Claims ltd; Bradford-on-Avon; On-site; GBP 40,000 - 45,000

Job description

This IFA business is evolving. But rather than selling to a consolidator they're keeping succession planning in-house.

That means stability. It means modernisation and for you, opportunity.
It's already a successful, profitable company. But with succession planning in mind they've conducted a review and have recognised the need for investment. That will include the potential acquisition of other firms but also investment in its staff.

Which is where you come in.

They have several vacancies to join their existing team, a team where retention is the watchword. Most of the team have been here for more than seven years and that doesn't happen by accident.

It happens when you nurture and develop people. It happens when you trust and empower them. And it happens when you reward them fairly for the work they do.

This includes structured onboarding and regular reviews with two-way feedback. It includes ongoing training and support with exams. But it also includes getting your own mentor.

They're currently recruiting for a paraplanner. This will focus on supporting the Chartered Financial Planner and Head of Wealth Management in:

• Formulating the advice to the client
• Producing high-quality, detailed and accurate Suitability Reports for High Net Worth clients
• Providing research and analysis of Investment Funds and Financial Products
• Conducting fund and product research using the appropriate online tools and resources, including FE Analytics

This comes with a starting salary of up to c£45,000 (but there is some flexibility here). There's also a range of benefits:

• Company pension scheme with enhanced company contributions
• Employee Assistance Programme – Health Assured (a 24 hour helpline to support you through any of life’s issues or problems. This is confidential, easy to access and often 1-1 counselling sessions are included as necessary)
• Full training with a designated mentor to support the right candidate
• Free Eye Test Vouchers
• Discretionary Company Sick Pay

This is a business that is evolving. That quest to improve and invest speaks of a culture of humility and a drive to be the best business possible. And in such an environment your voice will be heard.

HERE'S WHAT YOU'LL NEED:

You'll be an existing paraplanner with or approaching level 4 status. Experience isn't as important as cultural fit and character.

You'll have strong knowledge around investments and pensions but more esoteric areas such as VCTs/EISs is more a nice to have.

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