Paraplanner β€” Small Independent Firm with Profit Sharing in Stockport

Paraplanner β€” Small Independent Firm with Profit Sharing in Stockport

Stockport Full-Time 41850 - 51150 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support planners with cashflow modelling, report writing, and meeting summaries.
  • Company: Small, client-focused IFA firm in Stockport with a friendly team.
  • Benefits: Salary up to Β£45,000 plus profit-sharing bonus.
  • Other info: Office-based role with opportunities for long-term growth.
  • Why this job: Join a stable team and make a real impact in financial planning.
  • Qualifications: Level 4 paraplanning qualification and strong collaboration skills.

The predicted salary is between 41850 - 51150 Β£ per year.

Exchange Street Executive Search is seeking a Level 4 paraplanner to join a small, client-focused IFA firm in Stockport. You’ll support three planners with paraplanning tasks, including cashflow modelling, report writing, and post-meeting summaries.

The role emphasises collaboration, stability, and a profit-sharing bonus alongside a salary up to around Β£45,000. Office-based role with a friendly, long-term team.

Paraplanner β€” Small Independent Firm with Profit Sharing in Stockport employer: Exchange Street Executive Search

As a Subsidence Consultant with our client, you will join a dynamic team that values expertise and innovation in handling subsidence claims across the UK. The company fosters a supportive work culture that prioritises professional development, offering opportunities for growth and advancement while ensuring a collaborative environment. With a focus on employee well-being and a commitment to excellence, this role provides a meaningful chance to make a significant impact in the field of property assessment and repair.

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Contact Details:

Exchange Street Executive Search Recruitment Team

We think you need these skills to ace Paraplanner β€” Small Independent Firm with Profit Sharing in Stockport

Cashflow Modelling
Report Writing
Post-Meeting Summaries
Collaboration
Client-Focused Approach
Attention to Detail
Analytical Skills