Not every job needs to promise the earth.
Sometimes you just want a good salary, experienced advisers, a proper paraplanning team and a business that isn’t trying to reinvent your working week every six months.
This is one of those jobs.
It’s a paraplanning role in Bury paying up to £45,000, supporting three senior IFAs who’ve all been with the business for over 20 years.
It’s hybrid, with three days a week in the Bury office. And it also comes with 4 x DIS, pension, 25 days holiday and support with further exams.
THE JOB
You’ll join an established team of four paraplanners, replacing someone who is retiring. It's a slick operation so you'll walk into an efficient, supportive team.
The work is what you’d expect: research, analysis and suitability reports around pensions, investments, IHT/estate planning and helping experienced advisers put good advice together properly.
They use Xplan, FE Analytics, EV, Selectapension and iPipeline, alongside platforms including AJ Bell, Quilter, FundsNetwork, Elevate and Prudential.
WHAT YOU'LL NEED
They’re refreshingly sensible about qualifications.
You don’t necessarily need to be Diploma qualified if you’ve already got good paraplanning experience. They may also consider a strong financial planning administrator who’s already doing some technical work and is ready to step up.
So no fireworks. No “once-in-a-lifetime opportunity”. No claims that you’ll transform the future of financial advice before lunch.
Just a solid paraplanning job, with a stable team, experienced advisers and a decent salary.
Sometimes that’s plenty.
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Paraplanner in Bury employer: Exchange Street Financial Services Ltd
Our client offers a dynamic and supportive work environment in Glasgow, where employees are encouraged to thrive through continuous professional development and a strong emphasis on teamwork. With a focus on outstanding customer service and building meaningful relationships, this role provides an excellent opportunity for those looking to make a real impact in the insurance industry while enjoying the benefits of hybrid working. The company values its employees, fostering a culture of collaboration and innovation that makes it an attractive place for career growth.
Contact Details:
Exchange Street Financial Services Ltd Recruitment Team