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- Tasks: Learn and grow as a paraplanner, preparing for your financial planning career.
- Company: A modern, independent financial planning firm focused on employee and client success.
- Benefits: Competitive pay, life assurance, income protection, and 30 days holiday including extra time off at Christmas.
- Why this job: Join a proven programme with clear progression to a £70,000+ salary as a Chartered Planner.
- Qualifications: Level 4 qualified paraplanner with passion for financial planning and some exam success.
- Other info: Dynamic team environment with a focus on personal development and accountability.
The predicted salary is between 8000 - 14000 £ per month.
Overview
You want to be a financial planner. But to do that someone needs to give you a chance. Somewhere where you don't need prior experience. Where a lack of CAS isn't thrown at you. Where you're not expected to run before you can walk. Somewhere like this.
This company has crafted a detailed plan of how you’ll spend 12 months as a paraplanner - learning, developing, growing - before starting your advice journey in 2027. This is all laid out in writing so you know exactly what you need to do. As you evidence the technical and soft skills you need you’ll move to the next stage of your development. Importantly, as you progress so will your pay. Again this is all clearly laid out so you know exactly what you’re getting into and what you’re working towards. By the time you’re Chartered/Certified that will take you to £70,000+. Total clarity. Total accountability. Total commitment.
And that’s not all. The firm have used this plan twice before so they have a proven track record of developing people. It’s been tweaked over the years so works better than ever. It is one that is set up to put employees and clients first - profits are a natural consequence of doing this well. And as a business with a team ethos that’s reflected in their bonus scheme. You’ll get a healthy % share of that (we will tell you what when we speak).
There’s also a benefits package including:
- Life assurance
- Income protection
- PMI
- Company electric vehicle salary sacrifice scheme
- 25 days holiday and an extra 5 days off over Xmas because as the firm says - who wants to work then anyway?
The Company
The firm itself is a modern financial planning firm that uses evidenced based investing. It’s small, fiercely independent and not set up to sell. How refreshing is that?
HERE’S WHAT YOU’LL NEED
You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't. You will have passed at least one AF exam. It's a sign you’re taking you’re as passionate about financial planning as this firm are. You’ll become a lead on cashflow modelling so experience with that is preferred (ideally Voyant). You’ll also need experience in CGT, investment bond encashments, tapered annual allowance etc.
The firm is based in Stockport. Once you’re a planner you will be very much hybrid but in the learning phase (first 12 months in particular) you’ll be around the office most days.
Ready to take that step into advice and what’s more, do it properly? Click apply. If you don’t have a CV don’t worry we can come to that later. Everyone will receive a response.
Paraplanner / Trainee Financial Planner in Stockport employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Trainee Financial Planner in Stockport
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Practice your interview skills! Mock interviews can be a game changer. Grab a mate or use online resources to simulate the real deal. This way, you’ll feel more confident and ready to impress when it’s your turn in front of the hiring team.
✨Tip Number 3
Show off your passion for financial planning! When you get the chance to chat with potential employers, make sure to highlight your enthusiasm and commitment to the field. Share your journey and what excites you about becoming a paraplanner.
✨Tip Number 4
Apply through our website! We’re all about making the process easy for you. Plus, it shows you’re serious about joining our team. Don’t stress if you don’t have a CV ready; we can sort that out later. Just take that leap and apply!
We think you need these skills to ace Paraplanner / Trainee Financial Planner in Stockport
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your passion for financial planning and why you’re excited about this opportunity.
Tailor Your Application: Make sure to customise your application to fit the job description. Highlight any relevant experience or qualifications, like your level 4 paraplanner status or AF exam success, to show us you’re a great match for the role.
Keep It Clear and Concise: We appreciate clarity! Keep your application straightforward and to the point. Use bullet points if it helps, and make sure we can easily see your skills and experiences that relate to the position.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we promise everyone will get a response!
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 the specific areas mentioned in the job description like CGT and investment bonds. Being able to discuss these topics confidently will show that you're serious about the role.
✨Show Your Passion
This company values passion for financial planning, so be ready to share why you want to be a financial planner. Talk about what excites you about the industry and how you see yourself growing within their structured plan over the next 12 months.
✨Ask Smart Questions
Prepare some thoughtful questions about the company's approach to financial planning and their development programme. This not only shows your interest but also helps you gauge if this is the right fit for you.
✨Be Yourself
Since the firm prides itself on being small and independent, let your personality shine through. They’re looking for someone who fits into their team ethos, so don’t be afraid to show your authentic self during the interview.
