Senior Advisor Support

Posted 3 April by Exchange Street Claims & Financial Services
Salary negotiable
Euxton , Lancashire
Permanent, full-time
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Posted by Exchange Street Claims & Financial Services
As far as awards go, being the best financial planning firm to work for in the UK is some accolade. Especially since this business has now won it twice in a row.
 
And when you break down what's on offer by joining them, you can see why they won.
 
The stand out is that progression is standard.
 
Progression is so important. Nothing satisfies people more than learning and development. Nothing aids staff retention like it. Nothing else makes you feel like you're listened to.

Want to take exams? Great. Want to become a paraplanner? Fine. Fancy being a planner or manager at some point? Yep, they can look at that too.
 
And opportunity will keep knocking.
 
Why? Well here you'll support three planners but the office will though grow for a couple of reasons. One, the firm will continue being acquisitive so they'll be more planners brought into the fold (they are in talks with 3 IFA firms at present). And some planners who currently work out of another office will migrate across as it's closer. 

But the support team in Chorley at present stands at two, both of whom are part-time. And for a business that prides itself on the level of support each planner gets, that's unsustainable with the plans they have in place.
 
Which is where you come in.
 
You'll support the existing planners but will be part of a team that will grow and grow in the next two years. And as one of the first full-time adviser assistant through the door you'll have opportunities galore.
 
There's paraplanning. They'll support you through your exams and put you on a pathway to Chartered status and a paraplanning position.

There's mentoring. You'll help the office manager train/develop the staff that come in after you. Perhaps leadership roles will come your way too.
And then there's all the input you can have into how the office does things.
 
But that's not all.

You'll start with 28 days holiday (plus bank holidays). You'll have proper induction and training plans (it's amazing how many firms don't put these in place). And you can work from home one day a week.

Salary is above market rate and there's flexibility depending on what you can bring to the position.
 

What you'll need:

You'll have 2+ years experience working for a restricted/independent financial planning firm.

You'll be confident working with technology (the firm uses X Plan at present but the firm is moving to a new system in Q1 2024).

And given this and the ongoing acquisitions, you'll be good with change.
 
 
Hitting a glass ceiling or think you're talent is being wasted? Click apply. We will be in touch to tell you everything you need to know.

Reference: 52413133

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