At a Glance
- Tasks: Support senior advisers with research, analysis, and suitability reports in a stable team.
- Company: Established financial firm in Bury with experienced professionals.
- Benefits: Up to £45,000 salary, 25 days holiday, pension, and exam support.
- Other info: Stable environment with no gimmicks, just solid work and career growth.
- Why this job: Join a supportive team and enjoy a balanced work-life with hybrid options.
- Qualifications: Good paraplanning experience or strong financial planning admin background.
The predicted salary is between 40500 - 49500 £ per year.
Not every job needs to promise the earth.
Sometimes you just want a good salary, experienced advisers, a proper paraplanning team and a business that isn’t trying to reinvent your working week every six months.
This is one of those jobs.
It’s a paraplanning role in Bury paying up to £45,000, supporting three senior IFAs who’ve all been with the business for over 20 years.
It’s hybrid, with three days a week in the Bury office. And it also comes with 4 x DIS, pension, 25 days holiday and support with further exams.
THE JOB
You’ll join an established team of four paraplanners, replacing someone who is retiring. It's a slick operation so you'll walk into an efficient, supportive team.
The work is what you’d expect: research, analysis and suitability reports around pensions, investments, IHT/estate planning and helping experienced advisers put good advice together properly.
They use Xplan, FE Analytics, EV, Selectapension and i Pipeline, alongside platforms including AJ Bell, Quilter, Funds Network, Elevate and Prudential.
WHAT YOU'LL NEED
They’re refreshingly sensible about qualifications.
You don’t necessarily need to be Diploma qualified if you’ve already got good paraplanning experience.
They may also consider a strong financial planning administrator who’s already doing some technical work and is ready to step up.
So no fireworks. No “once-in-a-lifetime opportunity”. No claims that you’ll transform the future of financial advice before lunch.
Just a solid paraplanning job, with a stable team, experienced advisers and a decent salary.
Sometimes that’s plenty.
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Paraplanner in Bury employer: Exchange Street Claims ltd
Join a dynamic team as a Financial Adviser, where you will enjoy a supportive work culture that values your contributions and fosters professional growth. With the flexibility of hybrid or remote work, alongside competitive salary and bonus opportunities, this role offers a perfect balance for those seeking meaningful employment in a thriving environment.
Contact Details:
Exchange Street Claims ltd Recruitment Team
