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Posted 23 March by Exchange Street Financial Services Ended

Are you a paraplanner who wants more client contact? Our client can help you achieve that. A paraplanner who prefers high end technical work over speaking with clients? Our client can help you achieve that. Keen to become a subject matter expert? Our client can help you achieve that. In fact, whichever path you wish to go down, even advice, then this organisation will support you.

With over twenty paraplanners supporting forty financial planners, many of whom are Chartered, this is a team environment in which your peers will help you achieve your aims as much as the management function. Appreciating that even for experienced paraplanners a move to a new firm is challenging, our client operates a buddy system and holds monthly get togethers in which you can get to know each other outside of the office in order to develop a strong bond across the team. After all, the better you get on the more support you will receive.

Alongside regular training and assistance with exams the team also hosts regular lunchtime sessions in which experts within areas such as IHT, pensions, protection and power of attorney present on an informal basis, helping each paraplanner to take their own learning to the next level.

So if you are an experienced, Level 4 qualified paraplanner that values teamwork and knowledge, and wants to work in a business where you are not just knocking out report after report, then contact Leanne Reid at Exvhange Street.

Required skills

  • Financial Planning

Reference: 34110700

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