Trainee Paraplanner - Exchange Street Claims & Financial Services : Job Details

This IFA business is evolving. But rather than selling to a consolidator they're keeping succession planning in-house.That means stability. It means modernisation and for you, opportunity.It's already a successful, profitable company. But with succession planning in mind they've conducted a review and have recognised the need for investment. That will include the potential acquisition of other firms but also investment in it's staff.Which is where you come in.They have several vacancies to join their existing team, a team where retention is the watchword. Most of the team have been here for more than seven years and that doesn't happen by accident.It happens when you nurture and develop people. It happens when you trust and empower then. And it happens when you reward them fairly for the work they do.This includes structured onboarding and regular reviews with two-way feedback. It includes ongoing training and support with exams. But it also includes getting your own mentor.They're currently recruiting for a number a Trainee Paraplanner with progression and support on offer to move in to a Paraplanning role once qualified.You'll support the firm's planners and paraplanners, liaising with clients and providers, researching products and writing suitability reports.This position comes with a starting salary up to £35,000 depending on experience and qualifications. There's also a range of benefits:

• Company pension scheme with enhanced company contributions
• Employee Assistance Programme – Health Assured (a 24 hour helpline to support you through any of life’s issues or problems. This is confidential, easy to access and often 1-1 counselling sessions are included as necessary)
• Full training with a designated mentor to support the right candidate
• Free Eye Test Vouchers
• Discretionary Company Sick Pay

This is a business that is evolving. That quest to improve and invest speaks of a culture of humility and a drive to be the best business possible. And in such an environment your voice will be heard.      HERE'S WHAT YOU'LL NEED:You'll have experience as a financial planning administrator and ideally some progression with your exams.  -----------------------------------------------------------------------------------------Want to know more? Click apply and we will be in touch to answer your questions. Don't have a CV? No problem. Just send us a way of contacting you. We can come to the CV later.Everyone will receive a response.