Paraplanner

Exchange Street Claims & Financial Services

Posted 8 days ago, valid for 11 days

Liverpool, Merseyside L378EG, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

The firm offers a bespoke professional development plan from day one, allowing employees to pursue their individual ambitions, whether in paraplanning or moving into advisory roles.
Employees will receive funded exams and £500 bonuses for each exam passed, promoting learning and progression.
The starting salary is up to £42,000, depending on experience, with a hybrid working model that includes office attendance on Mondays and Fridays.
Candidates should have paraplanning experience and ideally be diploma qualified, along with being tech-savvy and inquisitive.
The interview process consists of two stages, starting with a conversational meeting with the prospective manager.

Being part of a team is great but that doesn't mean to say you're not an individual too.And as an individual you might have lots in common with your peers. But you'll have your own ideas, your own plans, your own ambitions.This firm gets it. So on day one you'll have your own bespoke professional development plan. This will provide a pathway to fulfil the ambitions you have, whether it's being the best paraplanner possible, or moving into advice.And it's not just words - 3 of the 11 planners at this firm came through the ranks from paraplanning for example. So whilst it would make the paraplanning manager's life easier for you to stay paraplanning it's not in their DNA to limit your horizons. They want the best for their employees and that means learning, progression and promotion.This progression will involve funded exams. It will involve £500 bonuses for each of those exams passed. And it will mean spending time with clients and sitting in meetings from an early stage.How refreshing is that?You'll start on a salary of up to c£42,000 (depending on experience) and there's hybrid working. You'll be in the office on Mondays and Fridays because whilst an individual you'll start and finish the week as a team.The interview process is two stage with the first more of a conversation via Teams or face to face (depending on choice/diaries). You'll get to meet your perspective manager who'll tell you all you need to know so that you can decide on whether it's right for you or not. HERE'S WHAT YOU'LL NEED:The job itself is as you'd expect - Research, report writing, working closely with financial planners on wealth cases for your clients. So you'll need paraplanning experience and ideally be diploma qualified.You'll be good with technology (the planners do their fact finds on iPads) and have an inquisitive, questioning mind.-----------------------------------------------------------------------------------------Want to know what your future could look like? Click apply. If you don't have a CV don't worry, we can come to that later.Everyone will receive a response.

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