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- Tasks: Learn and grow as a paraplanner, preparing for your financial planning journey.
- Company: A modern, independent financial planning firm prioritising employee and client success.
- Benefits: Competitive pay, life assurance, income protection, and 30 days holiday.
- Why this job: Kickstart your financial planning career with a clear development plan and support.
- Qualifications: Level 4 qualified paraplanner with passion for financial planning.
- Other info: Proven track record of developing talent in a supportive team environment.
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. If you have the right match for this opportunity, then make sure to apply today. 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
- PMI
- Company electric vehicle salary sacrifice scheme
- 25 days holiday and an extra 5 days off over Xmas
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.
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 taking 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. Everyone will receive a response.
Paraplanner / Trainee Financial Planner in Stockport 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 in Stockport
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on opportunities!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios you might face as a paraplanner. Role-play with a friend or family member to build your confidence. Remember, it’s all about showing your passion for financial planning!
✨Tip Number 3
Showcase your skills! If you’ve got experience with cashflow modelling or any relevant software, make sure to highlight that in conversations. Bring examples of your work to interviews to demonstrate your capabilities.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so let’s get you on that path to becoming a financial planner!
We think you need these skills to ace Paraplanner / Trainee Financial Planner in Stockport
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 match what we’re looking for. Highlight any relevant skills or experiences that align with the role of a paraplanner. This shows us you’ve done your homework and are genuinely interested in joining our team.
Keep It Clear and Concise: We appreciate clarity! Keep your application straightforward and to the point. Use bullet points if it helps, and make sure to proofread for any typos or errors. A clean application reflects your attention to detail, which is crucial in our field.
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, it’s super easy – just follow the prompts and you’ll be on your way to joining us!
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 what excites you about the industry and how you see yourself growing within it. Authentic enthusiasm can really set you apart!
✨Ask Smart Questions
Prepare some thoughtful questions about the company's development plan and how they support their employees. This shows that you're not just interested in the role but also in how you can grow with the company. Plus, it gives you a chance to assess if it's the right fit for you.
✨Be Yourself
The firm prides itself on being independent and having a team ethos, so let your personality shine through. Be genuine in your responses and don’t be afraid to show your character. They’re looking for someone who fits into their culture, so being authentic is key!
