Exchange Street Recruitment
Paraplanner
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Description
Certain things are important to you. But what about everyone else?
Things like independent advice. A client first focus. Evidenced based investing.
But whilst you have clear principles about what great financial planning should look like, it's hard to find your forever home. A place where you're on the same page as everyone else.
Hard, but not impossible.
This IFA firm is fiercely independent and fiercely proud to be small. What's more, they aren't set up to sell. You don't have to worry about being bought out by a firm that you wouldn't have chosen to firm.
Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you’ll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person).
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
There’s a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway?
The company is a modern financial planning business that uses evidenced based investing. You'll work with the firm's three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters.
This is a business where the planners aren't on a pedestal. You'll work together to achieve the right outcome for the clients and if that means you have ideas to improve how they work then they're all ears.
And it's also one with great retention. Somewhere with a clear ethos about the type of business they want to be. And that means stability.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Here’s What You’ll Need
- You will be a level 4 qualified paraplanner who wants to work for a small company. Corporate it ain't.
- The preference is for you to have started your AF papers. But if you have great interpersonal skills (you're dealing with people and their hopes and dreams after all) then there is flexibility.
- You’ll also need to have cash flow modelling experience (ideally Voyant).
- The more experience you have in capital gains tax, investment bond encashments, tapered annual allowance etc. the better.
The firm is based in Stockport and believes in collaboration. There is some flexibility but the rest of the team are in the office most days.
Time for change? Click apply.
If you don’t have a CV don’t worry we can come to that later.
Everyone will receive a response.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills