Paraplanner
other jobs Exchange Street Claims & Financial Services
Added before 3 Days
- England,East Midlands,Nottinghamshire
- Full Time, Permanent
- Salary negotiable
Job Description:
Too many companies still expect you in the office even when the work doesn’t require it.
Not this one.
Here you’ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work.
This means you’ll get to do the job you love whilst maintaining the work/life balance you need.
It means you’ll work for a business that trusts its staff to do a great job wherever they are.
And it means joining a firm where being remote does not stand in the way of development.
After all, the reason for this hire is because of an internal promotion within the wider group. There’s also support with exams and if it’s in your long-term plans, support to help you break into advice.
No out of sight out of mind here.
The starting salary is up to £45,000 alongside:
*Discretionary bonus
*28 days’ holiday
*Pension
*Full exam support
*Ongoing technical development
*Longer-term progression opportunities within the wider group
It’s of note that the benefits package is under review and in line to improve further.
Finally, it’s also important to know that we’ve worked with the leadership team for many years. They’re all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you’ll matter.
WHAT YOU’LL DO
You’ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases.
Client are private individuals and businesses, so you’ll work on a good variety of cases.
WHAT YOU’LL NEED *Level 4 qualification
*Previous paraplanning experience within an SJP environment - this is a MUST HAVE
*The ability to attend the office 1 day per month
*Strong technical capability
*Excellent attention to detail
--------------------------------------------------------------------------------------
Want to know more? Click apply.
If your CV isn’t fully up to date don’t worry - send us what you have and we can take it from there.
Everyone will receive a response.
Not this one.
Here you’ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work.
This means you’ll get to do the job you love whilst maintaining the work/life balance you need.
It means you’ll work for a business that trusts its staff to do a great job wherever they are.
And it means joining a firm where being remote does not stand in the way of development.
After all, the reason for this hire is because of an internal promotion within the wider group. There’s also support with exams and if it’s in your long-term plans, support to help you break into advice.
No out of sight out of mind here.
The starting salary is up to £45,000 alongside:
*Discretionary bonus
*28 days’ holiday
*Pension
*Full exam support
*Ongoing technical development
*Longer-term progression opportunities within the wider group
It’s of note that the benefits package is under review and in line to improve further.
Finally, it’s also important to know that we’ve worked with the leadership team for many years. They’re all firm believers in making work challenging, rewarding and enjoyable. And that means a commitment to a working environment where you’ll matter.
WHAT YOU’LL DO
You’ll support seven advisers with research, technical analysis, cashflow modelling and suitability report writing across pensions, investments, protection and tax planning cases.
Client are private individuals and businesses, so you’ll work on a good variety of cases.
WHAT YOU’LL NEED *Level 4 qualification
*Previous paraplanning experience within an SJP environment - this is a MUST HAVE
*The ability to attend the office 1 day per month
*Strong technical capability
*Excellent attention to detail
--------------------------------------------------------------------------------------
Want to know more? Click apply.
If your CV isn’t fully up to date don’t worry - send us what you have and we can take it from there.
Everyone will receive a response.
Job number 3663749
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metapel
Company Details:
Exchange Street Claims & Financial Services
Company size: 10–19 employees
Industry: General Insurance
Recognising a need for a firm that offers a high quality, bespoke service to professionals and organisations within financial services, Exchange Stree...