Back to searchBecoming one of the best paraplanners in the country sounds great. But it can feel daunting too.Imposter syndrome kicks in. Could I really be that good? Can I really do it? Doesn't it mean pressure, long hours and crazy expectations?Not necessarily.Becoming the best is a process. It takes years of learning and sometimes re-learning. Time to learn and hone your craft. After all, no one can expect you to become an expert overnight.This business is one of the absolute best in the UK. That sounds a big claim but honestly, mention their name to people in the profession and they'll nod. They know.They have unrivalled experience and knowledge about nurturing and developing their staff. Look at any staff profile, speak to any one of them, and they'll attest to that.The career journey you'll go on will lead you to Certified status. To being one of the most knowledgeable lifestyle financial planning/cashflow modelling specialists out there. To a sense of fulfilment that's hard to find.Along with a career journey there's a pay journey. As you develop and grow so will your salary (which could be anything within £35,000 - £50,000). You'll get paid a bonus for each exam you pass. Your salary will go up too. And there's a generous bonus scheme that means a sizeable four figure each year. Their benefits are brilliant and include PMI, DIS and holidays that increase to 27 days with time served. They'll support you through your exams/memberships. And they even have an on-site gym and pizza oven along with a view that is just WOW.And whilst they work hard they have the perfect balance. It's rare you'll see one of your peers in the office after 5pm. And whilst you'll be on site for the first 6 months after that you'll work on a hybrid basis.When it comes to being the best of course there's pressure. But that's more the pressure you'll put on yourself. The firm itself has high standards but they're not expecting perfection right away - everyone develops at their own pace.And what's more you'll never be "perfect".But you'll want to try. HERE'S WHAT YOU'LL NEED:You'll want to be a paraplanner not a financial planner. You will love financial planning and might get the occasional eye roll when you talk to your friends and family about it (at length).You'll want to be the best and work for the best. You'll want to pass on your experience and insight to others because as you grow in the job you'll take on mentoring duties.You'll have paraplanning experience and will have progressed with exams. But you don't need years of experience or even be level 4. You're on a journey - it's not where you are now it's where you'll be in five years that matters.You'll love spending time with clients. You'll be a big believer in cashflow modelling and lifestyle financial planning. You'll be client centric and will want the absolute best for them.You will either live in the Milton Keynes area or be open to relocating. The firm even have access to quality local accommodation for less than £500 per month through one of their generous clients. Some jobs are so good they're worth moving for.---------------------------------------------------------------------------------------If you want to be the best you have to work for the best. Click apply and find out more about this game-changing career opportunity. If you don't have a CV just send us a way of contacting you. Everyone will get a response.
Paraplanner / Cashflow modelling expert
Exchange Street Claims & Financial Services
Posted 8 days ago, valid for a month
Milton Keynes, Buckinghamshire MK10 9QA
£55,000 - £66,000 per annum
Full Time
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Sonic Summary
- The job opportunity is for a paraplanner position with a salary range of £35,000 to £50,000, along with bonuses for exam completions.
- Candidates should have paraplanning experience and a willingness to progress with exams, though extensive experience or Level 4 certification is not required.
- The firm is known for its exceptional staff development and offers a supportive environment to help employees achieve Certified status in financial planning.
- Additional benefits include private medical insurance, a generous holiday allowance increasing to 27 days, and a hybrid working model after the initial six months.
- Ideal candidates should be client-centric, passionate about financial planning, and willing to relocate to the Milton Keynes area if necessary.