Exchange Street Recruitment
Paraplanner
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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.
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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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
Interested? Click apply and we'll tell you more.
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