Trainee Paraplanner

Posted 9 July by Exchange Street Claims & Financial Services
£25,000 - £30,000 per annum
Oldham , Lancashire
Permanent, full-time

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Posted by Exchange Street Claims & Financial Services
The need to learn is an innate human trait. If we aren’t progressing, we get bored. Demotivated.

In fact, the number one reason why people move jobs is that they have stopped learning.

And you haven’t been learning that much have you? You like your company. You like your colleagues. But when it comes to it, you can’t see how you’re going to progress.

At this company you’ll learn. You'll start as an administrator (basic annual review letters, letters of authority etc) but that's not where you'll end up if you have ambitions to go further. In particular if you want to be a paraplanner then this firm will put that pathway in place for you. They currently outsource their paraplanning but are keen to bring it back in house.

And that could be with you.

Along with progression they treat their staff with respect. They trust you to do a good job wherever you are, so offer hybrid working. They'll also support you with your exams.

Salary is to £30,000 plus you get Death in Service alongside a pension. You also get your birthday off and study leave.

HERE'S WHAT YOU'LL NEED:

You'll ideally be an administrator within a financial planning practice. You don't need years and years of experience just a good grounding. As you grow in the position you'll get lots of exposure to clients. So being good with people is a big plus.

That said if you're a second careerist, someone who has "chosen" the financial planning profession, then please get in touch. You'll need to evidence your interest (e.g. you might have started your exams) but this firm are very open to who they'll consider.

Whatever your background you will want have an interest in becoming a paraplanner.
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Reference: 53033628

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