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- Tasks: Support financial planners and develop your skills in a dynamic team environment.
- Company: A nurturing firm that values growth and development for its employees.
- Benefits: Competitive salary, flexible working hours, generous holiday allowance, and employee support services.
- Other info: Opportunity to work with high-net-worth clients and gain valuable expertise.
- Why this job: Join a supportive culture where your voice matters and career progression is encouraged.
- Qualifications: 3-4 years of paraplanning experience and Level 4 qualification required.
The predicted salary is between 39000 - 52000 £ per year.
Ouch. Glass ceilings hurt. You’re ambitious and want to keep improving. But where you are there’s no training, no advancement and no learning. You won’t face those problems here. This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testimony to that.
Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that’s where you come in. When you join you’ll have support whichever way you turn. You’ll not only have a manager but you’ll get a mentor and buddies from different teams. And if you see your future as a financial planner they can support that too. It will be in the medium term (3‑4 years) but that will give you time to get Chartered and ramp up your technical skills. Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill.
There are other nice touches too. Your voice will be heard. They’ve changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You’re encouraged to challenge the advisers if you believe there’s a better solution. They’re not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.
The package is on the healthy side with a starting salary of up to £52,000. Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working days, 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days). Employee recognition awards. New and improved programme for succession planning and supportive management structure to help you realise your potential. Employee Assistance Programme: Access a free confidential 24‑hour support service, including unlimited counselling sessions and virtual doctors available for you and your family.
HERE’S WHAT YOU’LL NEED: You’ll have 3‑4 years of paraplanning experience and be level 4 qualified. You don’t need to come from an IFA background and you don’t need to be an expert in all areas of financial planning. You’re joining a firm that’s all about training and development – an expert you will become. IO experience would be good but is not a pre‑requisite.
Senior Paraplanner in Manchester employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in Manchester
✨Tip Number 1
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. We can’t stress enough how personal connections can give you the inside scoop on the company culture and even lead to referrals.
✨Tip Number 2
Prepare for the interview by researching the company’s values and recent projects. We want you to show that you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their growth.
✨Tip Number 3
Practice your answers to common interview questions, but don’t sound robotic! We suggest using the STAR method (Situation, Task, Action, Result) to structure your responses. This will help you showcase your experience effectively.
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a simple gesture that shows your enthusiasm for the role. We believe it can set you apart from other candidates and keep you fresh in their minds!
We think you need these skills to ace Senior Paraplanner in Manchester
Some tips for your application 🫡
Show Your Ambition: We want to see your drive and passion for growth! In your application, highlight how you’ve sought out learning opportunities in the past and how you plan to continue that journey with us. Let your ambition shine through!
Tailor Your Application: Make sure to customise your CV and cover letter to reflect the specific skills and experiences that align with the Senior Paraplanner role. We love seeing how your background fits into our culture of support and development.
Be Authentic: Don’t be afraid to let your personality come through in your writing. We’re looking for someone who will fit into our team dynamic, so share your unique perspective and experiences that make you a great fit for our company.
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and ensure it gets the attention it deserves. We can’t wait to hear from you!
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the specific areas of financial planning relevant to the company. Familiarise yourself with high-net-worth individuals and complex needs, as this will show you're ready to tackle the challenges they face.
✨Show Your Ambition
This company values growth and development, so be prepared to discuss your career aspirations. Talk about how you see yourself evolving into a financial planner and how their support can help you achieve that goal. It’ll demonstrate that you’re not just looking for a job, but a place to grow.
✨Engage with Their Culture
The firm prides itself on a positive team dynamic and open communication. Be ready to share your thoughts on collaboration and how you would contribute to a supportive environment. Mention any experiences where you’ve successfully challenged ideas or contributed to team discussions.
✨Ask Thoughtful Questions
Prepare some insightful questions about the team structure, mentorship opportunities, and how they support professional development. This shows you’re genuinely interested in the role and want to understand how you can fit into their culture and contribute to their success.