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- Tasks: As a paraplanner, you'll support IFAs with cashflow modelling and retirement planning.
- Company: Join a successful Chartered IFA firm with a focus on employee development and growth.
- Benefits: Enjoy annual pay reviews, study support, and a comprehensive benefits package including health plans.
- Why this job: This role offers clear pay progression linked to your performance and exam achievements.
- Qualifications: Experience as a paraplanner is needed; level 4 qualification is preferred but not essential.
- Other info: Flexible working options available, with a collaborative office environment in North Wales.
The predicted salary is between 30000 - 42000 £ per year.
Pay is more important to people than ever. But some people end up stuck on the same salary for years, relying on the generosity of their employer (that never comes). Not all firms work like that. Take this one. You might not join them because of the starting salary. But you might join them because they have an annual pay review that adds a few extra % each year. And the level of that % is down to your performance. And you might join them because of the accountability and clarity of their pay journey. The firm will give you a sizeable pay increase with each exam you pass meaning your starting salary is just that - a starting salary. Pass your level 4, or an AF exam, and that’s a four figure sum on your basic every year. Keep passing those exams and your pay will grow and grow. It’s clear, accountable and in your control.
You might also join this business because they have their own adviser academy. That’s great if you want to be a planner but also if you aren’t - it’s a sign of a business that wants to nurture and develop its employees. Retention is very, very important to them as you can see from the progression and pay journeys on offer.
As for the company itself they’re a successful, growing Chartered IFA firm with three offices across the North West. They have a need to add several new paraplanners to their team, ideally in their North Wales office.
As a paraplanner you’ll work with one of the firm’s 20 IFAs. A healthy proportion of them are directors guaranteeing you interesting, challenging work. That includes cashflow modelling/IHT planning/retirement planning etc.
Starting salaries are £37,000 if you are level 4 qualified and £45,000 if you are Chartered. To recap you’ll have an annual pay review that will help those figures grow. Alongside that there’s a benefits package including:
- 4x DIS cover
- Company sick pay scheme
- Bupa PMI
- Bupa Health Cash Plan
- Study Support - Funding and study/exam time off
- Cash back debit card
- Fee free financial advice
HERE’S WHAT YOU’LL NEED:
You will have experience as a paraplanner and ideally be level 4 qualified. But the firm do have paraplanners who are on an exam journey so not having level 4 isn’t the end of the world. The firm is based in North Wales and believes in collaboration. There is some flexibility but the rest of the team are in the office most days. If you have experience of IO and Voyant that would be a help. But again it’s not an issue if not.
Time for you to take control? Click apply. If you don’t have a CV don’t worry we can come to that later. Everyone will receive a response.
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific tools and software mentioned in the job description, such as IO and Voyant. Even if you haven't used them before, showing a willingness to learn can set you apart from other candidates.
✨Tip Number 2
Highlight your commitment to professional development during any conversations or interviews. Mention any relevant exams you are planning to take or have completed, as this aligns with the firm's focus on nurturing their employees' growth.
✨Tip Number 3
Research the firm’s values and culture, especially their emphasis on collaboration and employee retention. Be prepared to discuss how your personal values align with theirs, which can demonstrate that you’re a good fit for their team.
✨Tip Number 4
Network with current or former employees of the firm if possible. This can provide you with insider knowledge about the company culture and expectations, which can be invaluable during your application process.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a paraplanner. Familiarise yourself with cashflow modelling, IHT planning, and retirement planning, as these are key aspects of the job.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience as a paraplanner. If you're on an exam journey, mention this too, as the firm values growth and development.
Tailor Your Application: Customise your application to reflect the company's values and the specifics of the role. Mention their commitment to employee development and how your goals align with their adviser academy.
Proofread Your Documents: Before submitting your application, carefully proofread your CV and cover letter. Ensure there are no spelling or grammatical errors, as attention to detail is crucial in this profession.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Show Your Passion for Learning
Since the firm values continuous development and offers a clear pay journey linked to exam success, express your enthusiasm for professional growth. Share any relevant qualifications or exams you are currently pursuing, and how you plan to further your knowledge in the financial planning sector.
✨Demonstrate Your Experience
Highlight your previous experience as a paraplanner, focusing on specific tasks like cashflow modelling or retirement planning. Be prepared to discuss how your skills can contribute to the team and the interesting work they do with IFAs.
✨Emphasise Team Collaboration
The company values collaboration, so be ready to discuss your experiences working in teams. Share examples of how you've successfully collaborated with others in past roles, and how you can contribute to a positive team environment in their North Wales office.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's culture, the adviser academy, and the specifics of the pay review process. This shows your genuine interest in the role and helps you understand if the company aligns with your career goals.
