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- Tasks: Manage client portfolios and build strong relationships with clients.
- Company: Top-rated financial planning firm known for its supportive culture.
- Benefits: 33 days holiday, competitive salary, hybrid working, and annual bonuses.
- Why this job: Empower clients while enjoying a relaxed work environment and no pressure on targets.
- Qualifications: Level 4 qualified paraplanner with experience in financial planning.
- Other info: Fun workplace focused on wellbeing and professional growth.
The predicted salary is between 36000 - 60000 £ per year.
Just because you are happy doesn’t mean you can’t be happier. Most people who read job adverts are not desperate for a new job. Paraplanners like you for example. You are well looked after. Well thought of. Reasonably happy with your salary. But that doesn’t mean that you can’t be better looked after, challenged more, and paid more.
This company has been one of the top businesses in the country to work for on a consistent basis (voted by The Times no less). As you might have guessed, they do things a bit differently here. The mindset is that you don't have lunch at your desk and you don't take work emails home with you. Sure you work hard when you are there. But this is a business that treats you like a grown up. That understands a relaxed worker is a more productive one. That knows you need time to think to be good at your job.
It’s also why they offer 33 days holiday (increasing to 38 days with service), pay above market level salaries, and offer an annual review of salary and a bonus scheme of up to 7% of salary.
- Hybrid working
- Flexible hours
- Death in Service
- Pension
- Income Protection
As for the job, you are called a Client Manager for a reason and it’s because of the unique way the firm structures itself. You're not behind the scenes bashing out reports but front and centre when it comes to the client relationship. You’ll get your own client portfolio to manage, clients often with £1m+ in assets, and you’ll sit in on all meetings. You will work closely with a financial planner but the majority of client work will be your responsibility. It’s challenging, refreshing and empowering. Perfect for those who love paraplanning and client work but don't want the pressure of targets.
HERE'S WHAT YOU'LL NEED: You will be at least level 4 qualified and have experience as a paraplanner in a financial planning firm. You will love learning and have the capacity to become Chartered if you're not already on your way there. But whilst serious about the job, the business has long invested a great deal in making sure it’s a fun and interesting place to work. Wellbeing isn’t just a buzzword here - it’s an integral part of the firm’s ethos. You are someone who will thrive in that environment and will see yourself as a team player.
You’re happy. You’re loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off. But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier. The Times would vouch for that. Click apply. If you don't have a CV don’t worry just send us a way of contacting you. We can come to the CV later. Everyone will receive a response.
Paraplanner employer: Exchange Street Executive Search
Contact Detail:
Exchange Street Executive Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Don’t underestimate the power of a casual chat! Reach out to our consultants for a quick conversation about your career goals. It’s a great way to explore opportunities without the pressure of formal applications.
✨Tip Number 2
Network like a pro! Connect with other paraplanners and industry professionals on LinkedIn. You never know who might have the inside scoop on a fantastic opportunity that’s not even advertised yet.
✨Tip Number 3
Be proactive! If you find a company that piques your interest, don’t wait for a job ad. Send them a message expressing your interest in potential roles. Companies love enthusiastic candidates!
✨Tip Number 4
Remember, applying through our website is super easy! Just click apply and if you don’t have a CV ready, no worries—just drop us your contact details and we’ll sort the rest later.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to get a sense of who you are beyond just your qualifications. Don’t be afraid to show us what makes you unique.
Tailor Your Application: Make sure to customise your application for the Paraplanner role. Highlight your relevant experience and skills that align with what we’re looking for. It shows us you’ve done your homework and are genuinely interested!
Keep It Concise: While we love a good story, keep your application clear and to the point. Focus on the key details that showcase your experience and why you’d be a great fit for our team. Less is often more!
Apply Through Our Website: We encourage you to apply directly through our website. It’s super easy and ensures your application lands in the right hands. Plus, it’s a great way to kick off your journey with us!
How to prepare for a job interview at Exchange Street Executive Search
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the specific services the company offers. Familiarise yourself with their ethos around client relationships and how they prioritise wellbeing. This will show that you're genuinely interested in the role and the company.
✨Show Your Personality
This company values a relaxed and fun work environment, so don’t be afraid to let your personality shine through during the interview. Share anecdotes that highlight your teamwork skills and how you thrive in a collaborative setting. They want to see the real you!
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, hybrid working options, and how they support professional development. This not only shows your interest but also helps you gauge if this is the right fit for you. Remember, it’s a two-way street!
✨Emphasise Your Client Management Skills
Since the role involves managing a client portfolio, be ready to discuss your experience with client relationships. Highlight any successful outcomes you've achieved and how you handle challenges. This will demonstrate your capability and readiness for the responsibilities of the role.
