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Trainee/Junior Paraplanner

Exchange Street Claims & Financial Services
Posted 2 days ago, valid for 23 days
Location

Wetherby, West Yorkshire LS236RU, England

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 firm is seeking an administrator to join their financial planning practice, with a salary range of £30,000 - £40,000 depending on experience.
  • Candidates should have a good grounding in administration and the ability to learn about personal injury/Court of Protection advice.
  • The role offers mentorship from experienced paraplanners and a senior planner, providing opportunities for technical advancement and client relationship building.
  • The company supports staff with exam preparation and offers a range of benefits including a discretionary bonus, 8% pension contribution, and 25 days holiday.
  • No extensive experience is required, but a willingness to learn and be a team player is essential.
Glass ceilings might be metaphorical. But they still hurt.You're keen. Capable. Ambitious. You know where you want to take your career and so does your employer. Trouble is they're unwilling or unable to help.Bump.You won't face that at this firm.This business is one with a track record of nurturing and developing their staff. The best example of that is you'll join a team alongside a paraplanner who joined the firm as an administrator and someone who joined as a trainee IFA. Two people who will act as mentors to you.As for the job you'll join as an administrator. But you will learn and develop new skills as a paraplanner, guided by your mentors and a senior planner.That means technical advancement. Powering through your exams. And first hand exposure to how to build brilliant client relationships.As for your future? Well you might want to be the best paraplanner you can be. They can help you get there. Want to be a financial planner? They can do that too. They're a business that wants to develop their own planners, not hire externally, after all.And that person could be you.It's not just learning and development where they've got it covered though.Salary is £30,000 - £40,000 depending on experience. Alongside that there's:
  • A discretionary bonus
  • 8% pension contribution
  • DIS (4x)
  • PMI
  • 25 days holiday
Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams.The firm itself is a modern financial planning firm. We've worked with them before and they nurture their staff, continue to find ways to improve and are happy to invest in their employees.  HERE'S WHAT YOU'LL NEED:You'll be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding.You will have the capability to pass exams and have the capacity to learn about a niche area - personal injury/Court of Protection advice.As a small business/team you will need be a team player and given the specialist advice will have great attention to detail.    -----------------------------------------------------------------------------------------Ready to go to the next stage of your career? Click apply.If you don't have a CV don't worry we can come to that later. Just send us a way of contacting you.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.