At a Glance
- Tasks: Support client advisors in managing high-value portfolios and collaborate on financial planning.
- Company: Exchange Street Executive Search, a dynamic firm focused on growth and development.
- Benefits: Starting salary of £30,000 - £35,000, generous bonus, pension contributions, and 25 days holiday.
- Other info: Join a supportive environment that encourages professional growth.
- Why this job: Gain valuable experience in finance with opportunities for advancement and remote work flexibility.
- Qualifications: Willingness to learn and collaborate effectively with team members.
The predicted salary is between 30000 - 35000 £ per year.
Exchange Street Executive Search is looking for a paraplanner to support client advisors in managing high-value portfolios. The ideal candidate should have a willingness to learn and potentially advance in the organization.
Responsibilities include:
- Collaborating with planners
- Managing cash flow modelling
- Participating in lifestyle financial planning
The role offers a starting salary between £30,000 - £35,000, with benefits such as a generous bonus, pension contributions, and 25 days holiday. Remote work flexibility is provided.
Paraplanner in Training: Remote Flex & Growth Path in Morley employer: Exchange Street Executive Search
Exchange Street Executive Search is an excellent employer for aspiring paraplanners, offering a supportive work culture that prioritises employee growth and development. With remote flexibility, competitive salaries, and generous benefits including bonuses and pension contributions, this role provides a meaningful opportunity to advance your career while managing high-value portfolios in a collaborative environment.
Contact Details:
Exchange Street Executive Search Recruitment Team
