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- Tasks: Provide full paraplanning support to Chartered Financial Planners and manage diverse financial cases.
- Company: Top IFA firm in Yorkshire known for valuing and rewarding its staff.
- Benefits: Up to £65,000 salary, 8% pension, discretionary bonuses, private medical insurance, and 25 days holiday.
- Why this job: Join a supportive team where your skills are valued and your pay reflects your worth.
- Qualifications: 3+ years as a paraplanner, Level 4 qualified, aiming for Chartered status.
- Other info: Hybrid working options available; everyone receives a response to their application.
The predicted salary is between 43200 - 78000 £ per year.
Get the pay you deserve, not the pay they think you deserve. This IFA firm is one of the best outfits in Yorkshire. They have achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staff's skills and knowledge have grown, their salary has kept pace. That’s why when it comes to hiring a senior paraplanner they’re happy to pay what it takes to get the right person. And that means a salary bracket of up to £65,000.
Alongside the salary there’s an excellent benefits package:
- 8% employer pension contribution
- Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%)
- 4x basic salary death in service
- Comprehensive Private Medical Insurance
- 25 days holiday
- Option for hybrid working available (3 days in the office)
As for the job itself, you’ll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You’ll work with more than one planner providing variety to the cases you’ll oversee and exposure to how different planners work. Given they’re dealing with complex financial planning cases, you’ll learn a lot too.
HERE’S WHAT YOU’LL NEED:
You will be a career paraplanner who wants an environment where you can get better and better. You’ll have 3 years plus experience as a paraplanner. You’ll be level 4 qualified and on the way to Chartered if you’re not there already.
Don’t think you’re paid fairly? Click apply. If you don’t have a CV don’t worry, send us your contact details and we can come to that later. Everyone will receive a response.
Senior Paraplanner in England employer: Exchange Street Executive Search
Contact Detail:
Exchange Street Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a senior paraplanner role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and soft skills. Be ready to discuss complex cases you've handled and how you've supported planners in the past. Show them you're not just a paraplanner, but a valuable asset to their team!
✨Tip Number 3
Don’t shy away from discussing salary expectations during interviews. Remember, this firm values fair pay, so be confident in stating what you believe you deserve based on your experience and skills. It’s all about getting what you’re worth!
✨Tip Number 4
Apply through our website for a smoother process! We want to hear from you, even if you don’t have a CV ready. Just send us your contact details, and we’ll help you get started on your journey to landing that senior paraplanner position.
We think you need these skills to ace Senior Paraplanner in England
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your experience as a paraplanner. We want to see how your skills and knowledge have grown over the years, so don’t hold back on showcasing your journey in the field!
Tailor Your Application: Take a moment to tailor your application to this specific role. Mention why you’re excited about working with Chartered Financial Planners and how you can contribute to their success. We love seeing genuine interest!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant, and make sure your passion for the role shines through!
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 Executive Search
✨Know Your Worth
Before heading into the interview, do your homework on salary benchmarks for a Senior Paraplanner role. Be ready to discuss your expectations confidently, as this firm values fair pay and is open to conversations about it.
✨Showcase Your Experience
With over three years of experience as a paraplanner, make sure to highlight specific cases you've worked on. Discuss how your skills have evolved and how you can bring that expertise to support the Chartered Financial Planners in this role.
✨Prepare Questions
Think of insightful questions to ask during the interview. Inquire about their approach to professional development and salary reviews, as this shows you're serious about growing within the company and value their commitment to staff.
✨Emphasise Teamwork
Since you'll be working closely with multiple planners, share examples of how you've successfully collaborated in the past. Highlight your adaptability and willingness to learn from different planning styles, which will resonate well with the firm's culture.
