Paraplanner

Exchange Street Claims & Financial Services

Posted a day ago, valid for a month

Stockport, Cheshire SK2 5JF, England

Full Time

Life Insurance

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You love your job but you joined a small, close-knit firm, not a national one.And whilst there are pluses and minuses to both, one impact of consolidation is the very nature of your business changes. Bit by bit management changes. Culture changes. And now you know it's time for you to make a change too.This fiercely independent and fiercely proud small IFA isn't set up to sell.Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you’ll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary.There’s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway?The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters.This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears. HERE’S WHAT YOU’LL NEED:You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't.The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility. You’ll also need to have cash flow modelling experience (ideally Voyant).The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better.The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. ——————————————————————---------------------------------------Time for change? Click apply.If you don’t have a CV don’t worry we can come to that later.Everyone will receive a response.