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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: Life assurance, income protection, 25 days holiday, plus extra time off over Christmas.
- Why this job: Join a proven programme with clear progression and potential earnings of £70,000+.
- Qualifications: Level 4 qualified paraplanner with at least one AF exam passed.
- Other info: Dynamic learning environment with a strong team ethos and bonus scheme.
The predicted salary is between 24000 - 42000 £ per year.
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.
There’s also a benefits package including:
- Life assurance
- Income protection
- 25 days holiday and an extra 2-3 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 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 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 / Trainee Financial Planner
✨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, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings or can give you a leg up.
✨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. Focus on articulating your passion for financial planning and how you align with the company’s ethos. Confidence is key!
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your knowledge in cashflow modelling and other relevant areas. Even if you’re still learning, demonstrating your commitment and understanding can set you apart from the crowd.
✨Tip Number 4
Apply through our website! We love seeing passionate candidates who are eager to learn. Don’t stress about having a CV right away; just get your application in and let us know why you’re excited about this opportunity. We’re here to help you every step of the way!
We think you need these skills to ace Paraplanner / Trainee Financial Planner
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 fit for our team.
Show Your Commitment: We love seeing candidates who are genuinely interested in growing with us. Mention your eagerness to learn and develop over the next 12 months, and how you plan to contribute to our team ethos and client-first approach.
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 this exciting role. Plus, we promise everyone will get a response!
How to prepare for a job interview at Exchange Street Executive Search
✨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 your journey, what excites you about the industry, and how you see yourself growing within their structured plan.
✨Ask Smart Questions
Prepare some thoughtful questions about the company's development plan and team ethos. This not only shows your interest but also helps you gauge if this is the right fit for you. Questions about their approach to client relationships or how they support employee growth can be great starters.
✨Be Yourself
The firm prides itself on being independent and not corporate, so let your personality shine through. Be genuine in your responses and don’t be afraid to show your enthusiasm for joining a small, team-oriented environment.
