Financial Paraplanner

3 days ago


East Anglia, United Kingdom Exchange Street Financial Services Full time £60,000
Unlock Your Potential as a Financial Paraplanner

At Exchange Street Financial Services, we're committed to providing a supportive environment where you can grow and thrive in your career. As a Financial Paraplanner, you'll play a vital role in helping our financial planners achieve their goals, and in return, you'll enjoy a share of the bonus rewards.

Our hybrid working model allows you to balance your work and personal life, with just three days in the office each week. You'll have the opportunity to develop your skills and expertise, and if you're interested in pursuing a career in advice, we can support you in achieving your goals.

We offer a competitive package, including a 4 x death in service scheme and a pension contribution that increases by 1% each year, reaching 10% by the end of the year. You'll also enjoy 28 days of holiday, including time off over Christmas, and access to our EAP Mental Health programme to support your wellbeing and performance.

As a level 4 qualified paraplanner, you'll have a solid understanding of areas such as IHT planning and EIS/VCT. You'll be working with a talented team to deliver exceptional results and making a real difference in the lives of our clients.

Join us and discover a career that's full of opportunities for growth and development. Apply now to take the first step towards a rewarding and challenging role as a Financial Paraplanner at Exchange Street Financial Services.



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