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Paraplanner

Exchange Street Claims & Financial Services
Posted a day ago, valid for 21 days
Location

Callander, Stirling FK178HG, Scotland

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job offers a starting salary of £35,000 - £40,000 for those not yet level 4, and up to £45,000 for those who are.
  • Candidates are expected to have at least some paraplanning experience, with 3+ years preferred for the higher salary bracket.
  • The role includes 30 holidays, with 32 for those in Scotland, and a pension contribution of 13% if the employee contributes 5%.
  • You will work 35 contractual hours per week, which is less than the common 37.5-hour contract.
  • The firm promotes personal development and supports employees in achieving Diploma and Chartered status, alongside opportunities for advancement.
It's not just the numbers in the salary you should pay attention to.How about these ones?30. That's the number of holidays you'll get at this firm. 32 if you're in Scotland. And no, that doesn't include bank holidays.13. That's the % the pension contribution they'll make if you put in 5%.35. That's the number of contractual hours you'll work each week. That's 130 hours per year less than the more common 37.5 hour contract. That's more than 5 days each year.You can throw in the 2 paraplanners who became managers in 2024 and the 2 administrators who became paraplanners.And with a starting salary of £35,000 - £40,000 if you're not yet level 4 or up to £45,000 if you are, it all adds up to a great place to work.Those numbers tell you something else.Personal development is integral. Yes, they'll support you to Diploma and then Chartered status. But they'll also encourage you to move into more senior, technical paraplanning roles where you'll deal with more complex cases. Plus there are ongoing opportunities to progress into advice, compliance, advice quality or proposition. Whatever your aspirations, they can have a plan for it.Allied to all this is hybrid working post-probation (2-3 days of home working each week) so you'll have the trust of the business.As for the job itself you'll work on a centralised team supporting over 200 financial planners. You'll receive each case, fully checked, from the paraplanning admin team. This will leave you free to focus on research, comparisons, cashflow modelling and report writing. In short free to focus on getting better and better at what you do for a firm that recognises and rewards it.      HERE'S WHAT YOU'LL NEED:You'll have some paraplanning experience at the very least. You'll have or be close to holding level 4 status.For the higher salary bracket you'll have 3 years+ experience and will be keen to become Chartered. You ideally will have started that process already.    -----------------------------------------------------------------------------------------Want the chance to get better at what you do, whilst being treated fairly? Click apply.If you don't have an up to date CV don't worry. Send us a way of contacting you and we can sort the CV later.Everyone will receive a response.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.