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- Tasks: Lead a team of paraplanners and manage complex financial planning cases.
- Company: Employee-owned firm known for nurturing talent and expertise.
- Benefits: Competitive salary, generous bonuses, 27 days holiday, and exam support.
- Why this job: Join a top UK firm and become a lifestyle financial planning expert.
- Qualifications: Passion for financial planning and client-centric approach required.
- Other info: Great work-life balance and potential relocation support available.
The predicted salary is between 44000 - 66000 £ per year.
Salary/Rate: To c£55,000 + generous bonus + great benefits + EOT
This isn’t a stepping-stone role. It’s a destination. This business is employee-owned through an Employer Ownership Trust (EOT). That means the business won’t be sold, because it needs trustee approval (that it will never get) for that to happen. As a beneficiary of that trust, you get a seat at the table when it comes to deciding on plans and what you do with your profits. So if you want a job for life, you’ve basically got one. And it’s not just any job. This business is one of the absolute best in the UK. They have unrivalled experience and knowledge about nurturing and developing their staff.
The career journey you’ll go on will lead you to Certified status, becoming one of the most knowledgeable lifestyle financial planning/cashflow modelling specialists out there.
PAY & WORKING ENVIRONMENT
- A bonus for each exam you pass
- Annual salary appraisal
- Company bonus scheme (a sizeable four-figure amount each year)
- PMI DIS
- Holidays that increase to 27 days with time served
- Exam/membership support
- On-site gym
- Work-life balance - it’s rare you’ll see one of your peers in the office after 5pm
THE JOB ITSELF
You’ll be a senior paraplanner working on complex, challenging cases, supporting the planners at the business who are all Chartered/Certified. You will also be the team lead for the wider support function, overseeing the paraplanning and admin teams (currently 7 people in total). This means managing cases/workflow from start to finish, training, mentoring etc. The HR/management of the team will stay with the Practice Head so you get to focus on all the fun stuff.
HERE'S WHAT YOU'LL NEED
- You’ll want to be a paraplanner, not a financial planner.
- You will love financial planning and might get the occasional eye roll when you talk to your friends and family about it (at length).
- You’ll be a big believer in cashflow modelling and lifestyle financial planning.
- You’ll be client-centric and will want the absolute best for them.
- You don’t need to have leadership experience, but you’ll probably be a senior, go-to person at your business already.
- You will either live in the Milton Keynes area or be open to relocating. The firm even has access to quality local accommodation for less than £500 per month through one of their generous clients.
Ready to be happier? Click apply and find out more about this game-changing life/career opportunity. If you don’t have a CV just send us a way of contacting you. Everyone will get a response.
Senior Paraplanner / Team Leader in Milton Keynes 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 / Team Leader in Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to current employees or industry contacts on LinkedIn. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by knowing your stuff. Research the company’s values and recent projects. Show them you’re not just another candidate, but someone who genuinely cares about their mission.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family. Get comfortable talking about your experience and how it aligns with the role of a Senior Paraplanner.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love hearing from passionate candidates like you!
We think you need these skills to ace Senior Paraplanner / Team Leader in Milton Keynes
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let your enthusiasm for financial planning shine through. We want to see that you genuinely love what you do and are excited about the opportunity to work with us in a role that’s all about making a difference for clients.
Highlight Relevant Experience: Make sure to showcase any relevant experience you have as a paraplanner or in similar roles. We’re looking for someone who can hit the ground running, so don’t be shy about detailing your skills and achievements that align with the job description.
Be Authentic and Personable: We value authenticity, so don’t hesitate to let your personality come through in your application. Share a bit about yourself and why you’re drawn to this specific role at our company. We want to know the real you!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure you’re considered for this fantastic opportunity.
How to prepare for a job interview at Exchange Street Claims ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around cashflow modelling and lifestyle financial planning. Be ready to discuss complex cases you've worked on and how you approached them. This shows you're not just a paraplanner but someone who truly loves the field.
✨Show Your Leadership Potential
Even if you don't have formal leadership experience, think about times you've taken the lead in projects or mentored others. Be prepared to share these examples during the interview. The company values team dynamics, so demonstrating your ability to guide and support others will be a big plus.
✨Emphasise Client-Centricity
This role is all about putting clients first. Prepare to talk about how you've prioritised client needs in your previous roles. Share specific examples of how your work has positively impacted clients' financial journeys, as this aligns perfectly with the company's ethos.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's culture, their approach to employee development, and how they support their staff in achieving Certified status. This shows you're genuinely interested in being part of their long-term vision.
