Exchange Street Claims & Financial Services Hiring for Junior Paraplanner / Trainee IFA at Didsbury Full Time

How seriously does your company take your professional development?

Beyond paying for your exams and the odd training session it’s likely not all that much.

But at this firm your professional development is 20% of your working week.

20%. One day a week. Dedicated to you and your development.

Think about that for a moment. Does your current firm even come close?

And that’s not all.

You’ll get a mentor within the business. You’ll get a regular, off the record, off-site 1-1 meeting with a director. And you’ll get a structure and pathway to make your ambitions come to fruition.

Want to be a financial planner? No problem. This Chartered IFA business is completing 2-3 acquisitions each year. It wants to promote from within.

Want to be the best paraplanner you can? Or take up a leadership position? There’s only 15 people in the business at present, but in the next 5 years they plan to grow and grow. And the more they grow, the more opportunities come your way.

And it won’t surprise you that a firm that does that treats its people well too.

They aren’t clock watchers. They know that things come up, and doing the right thing makes for a happier, more productive employee.

You can work from home/wherever one day a week, alongside the day you get to spend on your own development.

And you’ll get to take on a proper paraplanning role. You’ll write suitability s, complete reviews and write new business s. You’ll carry out research. You’ll also muck in from time to time with things like new business processing, but that’s part of being a close knit, small firm.

WHAT YOU’LL NEED

You’ll have paraplanning experience within an IFA practice. You don’t need to be the finished article or be level 4 qualified but you will have started your paraplanning journey.

But you’ll also be facing challenges – glass ceilings and a lack of opportunity. A lack of support. Poor training.

And that’s where this firm comes in. They’ll offer everything you’re currently missing and take you to the next level. And the one above that too.

Want to know more? Either send a CV or if you don’t have an up to date one that’s no problem, we can come to that later. For now we just need a way of contacting you and we can go from there.

Everyone will receive a reply.