Senior Paraplanner

3 weeks ago


Northampton, United Kingdom Exchange Street Claims & Financial Services Full time

Ouch. Glass ceilings hurt.You're ambitious and want to keep improving. But where you are there's no training, no advancement and no learning.You won't face those problems here.This is a company that grows and nurtures its own. A look at the profiles of its planners (including directors and partners) is testament to that.Part of a wider Chartered Accountancy business, a recent merger has led to a review of the paraplanning team. As financial planner numbers grow, so does the need for paraplanners and that's where you come in.When you join you'll have support whichever way you turn. You'll not only have a manager but you'll get a mentor and buddies from different teams.And if you see your future as a financial planner they can support that too. It will be in the medium term (3-4 years) but that will give you time to get Chartered and ramp up your technical skills.Because this is a firm that deals with HNW individuals and businesses with complex needs. They have specialist planners in areas like the medical sector. They get referrals from the tax and corporate finance teams. Your day to day work will be far from run of the mill.There are other nice touches too.Your voice will be heard. They've changed the structure of the team to ensure a positive dynamic between paraplanners and planners. You're encouraged to challenge the advisers if you believe there's a better sol...


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