Exchange Street Claims & Financial Services

This IFA business is evolving. But rather than selling to a consolidator they're keeping succession planning in-house. That means stability. It means modernisation and for you, opportunity.It's already a successful, profitable company. But with succession planning in mind they've conducted a review and have recognised the need for investment. That will include the potential acquisition of other firms but also investment in it's staff.Which is where you come in. They have several vacancies to join their existing team, a team where retention is the watchword. Most of the team have been here for more than seven years and that doesn't happen by accident. It happens when you nurture and develop people. It happens when you trust and empower then. And it happens when you reward them fairly for the work they do. This includes structured onboarding and regular reviews with two-way feedback. It includes ongoing training and support with exams. But it also includes getting your own mentor.They're currently recruiting for a number a Trainee Paraplanner with progression and support on offer to move in to a Paraplanning role once qualified.You'll support the firm's planners and paraplanners, liaising with clients and providers, researching products and writing suitability reports. This position comes with a starting salary up to £35,000 depending on experience and qualifications. There's also a range of benefits: Company pension scheme with enhanced company contributions Employee Assistance Programme - Health Assured (a 24 hour helpline to support you through any of life's issues or problems. This is confidential, easy to access and often 1-1 counselling sessions are included as necessary) Full training with a designated mentor to support the right candidate Free Eye Test Vouchers Discretionary Company Sick Pay This is a business that is evolving. That quest to improve and invest speaks of a culture of humility and a drive to be the best business possible. And in such an environment your voice will be heard. HERE'S WHAT YOU'LL NEED:You'll have experience as a financial planning administrator and ideally some progression with your exams. -Want to know more? Click apply and we will be in touch to answer your questions. Don't have a CV? No problem. Just send us a way of contacting you. We can come to the CV later.Everyone will receive a response.

Balance. All people want is a balance between the work they put in and the rewards they get out. At a lot of firms it doesn't work like that. You don't get the clients or the support you need. You have unrealistic expectations placed on you. You work hard but the rewards are weighted towards the company.Not here. At this financial planning firm they get the balance right. They'll be clear with you from the outset about what you'll inherit and what you need to do. For this vacancy that means 90-100 client households and c£175,000 of ongoing fees. There's a 3.5 x validation of salary so from day one, you know what you're walking into. True your client bank will need servicing which eats into the time you get for developing new business. But that existing client bank provides opportunity for new business, directly and through referrals. And given you're inheriting clients from a retiring planner you'll have plenty of opportunity to do more with the clients you have.And they get the balance right here too. There's different services available so clients with less complex needs can move to other advisers. You'll get to focus on those with ongoing needs instead.And as you grow and develop the book you'll get bonus on growing ongoing fees (15%). So you're rewarded straightaway for new business and long-term for retaining clients. On top of the generous bonus you 'll get a good starting salary befitting someone with your knowledge (£50,000 - £75,000 depending on experience/qualifications). There's also: 25 days annual leave A day off for your birthday Contributory pension scheme Private Healthcare Life assurance Health insurance On top of that you'll have the support of paraplanners and administrators in your local office. Your time will be spent with clients, not on paperwork. WHAT YOU'LL NEED:You'll need to be a level 4 adviser with 18-24 months post-CAS experience. You'll have the energy, determination and ability to manage a sizeable, client portfolio and develop new business.Clients are on Teesside along with your local office, so you'll live in the area. -Looking for balance, a company that treats you fairly? Click apply and we'll tell you everything you need to know.If you don't have a CV don't worry. Send us contact details and we can come to the CV later.Everyone will get a response.

You want to be a financial planner - but not yet. For now you want to pass more exams, learn more and be, well, more "ready". But at the same time you don't want to drift. You want a plan, a strategy. For a company to tell you how your career will develop with them and when you'll be a financial planner. Vague promises won't do.If your current firm can't do that, this one can.At this Chartered IFA business you'll start as an administrator. But you'll develop into a paraplanner (or Client Manager is a more accurate term given the client interaction you'll have). And if you want to be a planner they can make that happen in roughly five years time. And they can deliver on this because they've already done so with four other people before you. All joined to provide support to the planning team but all three are now at varying stages of their advice career. To start with you'll work with senior planners who will help unlock your potential whilst you support them day to day. In the medium term you'll spend more and more time with clients, attending every meeting with your planner. And all the while, the focus will also be on developing your soft skills so that you can become an adviser. Alongside being acquisitive, this firm are growing organically at 20% a year anyway. So whilst advice won't happen in the short-term, the resources to do it well and successfully will be in place once you're ready. Starting salary will depend on the individual and be up to c£28,000. Alongside that your pay will be under review - as you develop your career so your salary will increase. Plus there's a bonus scheme and benefits package. The firm also operates flexi-working Monday-Thursday 8am-5pm or 9am-6pm with a half day finish on Friday (1pm). It's not quite a 4 day week but it certainly extends your weekend. This is a vibrant financial planning firm with a leadership team much younger than most firms in the profession. So your energy and ambition will be welcomed, not stifled. HERE'S WHAT YOU'LL NEED:You'll have admin experience in a financial planning firm as an administrator. You'll be an energetic team player. Someone who values collaboration and learning from others. You will see the benefit of being in the office, learning from others. You don't need to have started your level 4 studies. But you'll want to secure your diploma with the firm's support. -Need more than vague assurances? Click apply. If you don't have an up to date CV don't worry about that, we can sort that later.Everyone will get a response.

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position.You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. -Want to know more? Click apply.If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later.Everyone will get a response.

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position.You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down . -Want to know more? Click apply.If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later.Everyone will get a response.

It's great that you're taking on more and more responsibility. But whilst your list of duties is growing, is your pay? This IFA firm is one of the best outfits in Yorkshire (something FT Adviser would agree with). They've achieved this through keeping their best people and a big factor in that is pay. Quite simply, as their staffs' skills and knowledge have grown their salary has kept pace. That's why when it comes to hiring a senior paraplanner they're happy to pay what it takes to get the right person. And that means a salary bracket of up to £60,000. That means not only will you get fair pay for the responsibilities you hold (or will go on to hold). You'll also know that this is a business that takes salary reviews and appraisals seriously. A firm that knows that income is vital to most people so is happy to have those conversations. A company that doesn't keep pushing your request down the line.As for the job itself you'll be one of two paraplanners providing full paraplanning support to a smaller number of Chartered Financial Planners. You'll work with more than one planner providing variety to the cases you'll oversee and exposure to how different planners work. Given they're dealing with complex financial planning cases, you'll learn a lot too. Alongside the salary there's an excellent benefits package: 8% employer pension contribution Opportunity to participate in Discretionary Bonus pool (generally in the region of 15%) 4x basic salary death in service Comprehensive Private Medical Insurance 25 days holiday Option for hybrid working available (3 days in the office) HERE'S WHAT YOU'LL NEED:You'll be level 4 qualified and on the way to Chartered if you're not there already.You will be a career paraplanner who wants an environment where you can get better and better and better.You'll have 3 years plus experience as a paraplanner. Don't think you're paid fairly? Click apply.If you don't have a CV don't worry, send us your contact details and we can come to that later. Everyone will receive a response.

What flexibility means to you and what it means to your company are often two very different things. You don't expect the earth but it would be nice to drop your kids off in the morning and not be in a mad panic to start work. Or maybe you'd like condensed hours. Maybe you'd like to work a 4 day week. You'd at least like the choice. But too often the response is "well if we give it to you we have to give it to everyone else". This firm is one that says "well, yeah". They offer hybrid working (3 days in the office). But there's even some flexibility here (e.g. 2 days instead) or for someone really good, a remote option. In fact their last hire was through us and they work from home on a full time basis. Whilst the preference is hybrid they do have a remote mortgage adviser and they're open to another. But for training/team meeting purposes it would be best if you're in the North West and can get to Stockport easily enough. It's 9-5:30 Monday to Thursday and 9-5 on Friday but that's not set in stone. Some work 9:30-6, others 10-6:30. Whatever works for you can work for them. They're also open to condensed hours or a 4 day working week. (It's worth noting that you do work 9-1 every other Saturday but you get that time off in lieu during the week. And what's more, you'll do those appointments from home) Maybe this empathetic approach to leadership is one of the reasons that the average tenure of their mortgage advice team is 13 years. But that's not all. They get the fundamentals right. They have a team of relationship managers who fill your diary for you. And they fill it with good stuff too, filtering out those leads that don't make the cut. You'll get to focus your time on finding solutions for people, not chasing leads. There's a support team on hand too. So you won't be chasing your own business. And it's video/telephone based. So you're not wasting time travelling/sitting in traffic. Salary is £32,000 - £34,000 but they can also offer a guaranteed bonus of up to £400pm for the first 6 months. Average earnings are c£1,000 per month. There's also an incentive scheme for sign ups from their 15 estate agency offices and an annual top up bonus worth up to £2,500. Not bad eh? - HERE'S WHAT YOU'LL NEED: Well, at this company you don't need to be hugely experienced. In fact as a business they like working with advisers towards the start of their career. But you must have a decent track record of performance. And a steady career history.You will need full CeMAP. Protection experience isn't vital as you'll get full training. - In return you'll get to work somewhere where you are treated as a grown up. Where there's no micro-management or office politics. No sat in an office five days a week because your boss doesn't trust you. A business where you'll have a full diary, realistic expectations placed on you and a manager with empathy/common sense. Sounds good doesn't it? Click apply and send us a way of contacting you if you don't have an up to date CV. We'll tell you everything else you need to know. Everyone will receive a response.

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position.You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. -Want to know more? Click apply.If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later.Everyone will get a response.

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 solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.How many businesses offer that? The package is on the healthy side with a starting salary of up to £52,000. There's also:o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working dayso 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)o Employee recognition awardso New and improved programme for succession planning and supportive management structure to help you realise your potentialo Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED:You'll have 3-4 years of paraplanning experience and be level 4 qualified.You don't need to come from an IFA background and you don't need to be an expert in all areas of financial planning. You're joining a firm that's all about training and development - an expert you will become.IO experience would be good but is not a pre-requisite. -Learning and development, progression and an excellent package combined with agile working. What's not to like?Want to know more? Click apply and we will be in touch.Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position.You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. -Want to know more? Click apply.If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later.Everyone will get a response.

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. That is a long way off there, but that will give you time to get your diploma 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 solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.How many businesses offer that? The package is on the healthy side with a starting salary of up to £40,000. There's also:o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working dayso 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)o Employee recognition awardso New and improved programme for succession planning and supportive management structure to help you realise your potentialo Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED:You'll have experience as an administrator within financial and either on the way to level 4 qualification or eager to start.You don't need to come from an IFA background as you're joining a firm that's all about training and development - an expert you will become.IO experience would be good but is not a pre-requisite. -Learning and development, progression and an excellent package combined with agile working. What's not to like?Want to know more? Click apply and we will be in touch.Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

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 solution. They're not put on pedestals. And that culture comes from the top down. This is a business where team representatives have regular meetings with Managing Partners. These meetings are a safe space for people to discuss issues and resolve them.How many businesses offer that? The package is on the healthy side with a starting salary of up to £52,000. There's also:o Agile/Hybrid Working: Enjoy the flexibility of core hours from 10 AM to 2 PM and two home working dayso 25 days holiday PLUS bank holidays, PLUS the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)o Employee recognition awardso New and improved programme for succession planning and supportive management structure to help you realise your potentialo Employee Assistance Programme: Access a free confidential 24-hour support service, including unlimited counselling sessions and virtual doctors available for you and your family HERE'S WHAT YOU'LL NEED:You'll have 3-4 years of paraplanning experience and be level 4 qualified.You don't need to come from an IFA background and you don't need to be an expert in all areas of financial planning. You're joining a firm that's all about training and development - an expert you will become.IO experience would be good but is not a pre-requisite. -Learning and development, progression and an excellent package combined with agile working. What's not to like?Want to know more? Click apply and we will be in touch.Don't worry if you don't have an up to date CV, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position.You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. -Want to know more? Click apply.If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later.Everyone will get a response.

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position.You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. -Want to know more? Click apply.If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later.Everyone will get a response.

They say there's no such thing anymore as a job for life. What if they're wrong? At this firm you have a job for life because they are employee owned through an Employer Ownership Trust (EOT). That means the business won't be sold, because it needs trustee approval (that it will never get) for that to happen. And as a beneficiary of that trust you get a seat at the table when it comes to deciding on plans and what you do with your profits. So if you want a job for life, you've got one. And it's not just any job. This business is one of the absolute best in the UK. That sounds a big claim but honestly, mention their name to people in the profession and they'll nod. They know. They have unrivalled experience and knowledge about nurturing and developing their staff. Look at any staff profile, speak to any one of them, and they'll attest to that. The career journey you'll go on will lead you to Certified status. To being one of the most knowledgeable lifestyle financial planning/cashflow modelling specialists out there. To a sense of fulfilment that's hard to find. Along with a career journey there's a pay journey. As you develop and grow so will your salary (which could be anything within £35,000 - £50,000). You'll get paid a bonus for each exam you pass. Your salary will go up too. And there's a generous bonus scheme that means a sizeable four figure each year. Their benefits are brilliant and include PMI, DIS and holidays that increase to 27 days with time served. They'll support you through your exams/memberships. And they even have an on-site gym and pizza oven along with a view that is just WOW. And whilst they work hard they have the perfect balance. It's rare you'll see one of your peers in the office after 5pm. And whilst you'll be on site for the first 6 months after that you'll work on a hybrid basis.When it comes to being the best of course there's pressure. But that's more the pressure you'll put on yourself. The firm itself has high standards but they're not expecting perfection right away - everyone develops at their own pace.And what's more you'll never be "perfect". But you'll want to try. HERE'S WHAT YOU'LL NEED: You'll want to be a paraplanner not a financial planner. You will love financial planning and might get the occasional eye roll when you talk to your friends and family about it (at length).You'll want to be the best and work for the best. You'll want to pass on your experience and insight to others because as you grow in the job you'll take on mentoring duties.You'll have paraplanning experience and will have progressed with exams. But you don't need years of experience or even be level 4. You're on a journey - it's not where you are now it's where you'll be in five years that matters.You'll love spending time with clients. You'll be a big believer in cashflow modelling and lifestyle financial planning. You'll be client centric and will want the absolute best for them.You will either live in the Milton Keynes area or be open to relocating. The firm even have access to quality local accommodation for less than £500 per month through one of their generous clients. Some jobs are so good they're worth moving for. -If you want to be the best you have to work for the best. Click apply and find out more about this game-changing career opportunity. If you don't have a CV just send us a way of contacting you. Everyone will get a response.

Being the best is important to this firm. They're trusted by thousands of UK financial planners and you don't get that without excellence as standard. So when they want the best that's what they go out there and find. The best person for the job. Not the best person who happens to live close to a certain office. And by making this job a remote one they do something not all firms do - show they trust their staff. After all you're an expert in what you do. You don't become that if you're not dedicated or conscientious or professional after all. Here, you'll use your technical knowledge to solve issues for the thousands of IFAs who trust this business for their support. This will tend to focus on pension queries (by phone and email) although you'll deal with investment and tax questions too. Alongside being a problem solver extraordinaire you can also get involved in training. This isn't a pre-requisite by any means. But if you enjoy presenting (via webinars) then this job will add an extra layer of responsibility to what is already a varied position.You'll join an existing team of 6 specialists who between them cover products across the board. They each have huge experience and some are approaching retirement with this vacancy due to that. This means that hiring is strategic so you'll get great onboarding/mentoring and a handover when you join. There'll be no "in at the deep end" here. Salary is to £60,000. There's also a pension, 25 days holiday and PMI. Their benefits package is though under review and likely to expand. There's no bonus as this isn't a sales job. It's a help job. A problem solver job. A job where you not only get to delight the end client, you get to delight the planners and paraplanners you work with. HERE'S WHAT YOU'LL NEED: You'll either be a pensions specialist or a generalist who can grow their pensions knowledge. Roughly two thirds of the team's queries are pension related so it's a good skill to have. The team are all level 6 qualified but you don't need to be. Yet. There would though be an expectation that this is a path you will go down. -Want to know more? Click apply.If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later.Everyone will get a response.

Balance. All people want is a balance between the work they put in and the rewards they get out. At a lot of firms it doesn't work like that. You don't get the clients or the support you need. You have unrealistic expectations placed on you. You work hard but the rewards are weighted towards the company.Not here. At this financial planning firm they get the balance right. They'll be clear with you from the outset about what you'll inherit and what you need to do. For this vacancy that means enough ongoing advice fees to cover your 3.5 x validation of salary. So from day one, you know what you're walking into. True your client bank will need servicing which eats into the time you get for developing new business. But that existing client bank provides opportunity for new business, directly and through referrals. And given you're inheriting clients from a retiring planner you'll have plenty of opportunity to do more with the clients you have.And they get the balance right here too. There's different services available so clients with less complex needs can move to other advisers. You'll get to focus on those with ongoing needs instead.And as you grow and develop the book you'll get bonus on growing ongoing fees (15%). So you're rewarded straightaway for new business and long-term for retaining clients. On top of the generous bonus you 'll get a good starting salary befitting someone with your knowledge (£55,000 - £80,000 depending on experience/qualifications). There's also: 25 days annual leave A day off for your birthday Contributory pension scheme Private Healthcare Life assurance Health insurance On top of that you'll have the support of paraplanners and administrators in your local office. Your time will be spent with clients, not on paperwork. WHAT YOU'LL NEED:You'll need to be a level 4 adviser with 3 years post-CAS experience. You'll have the energy, determination and ability to manage a sizeable, client portfolio and develop new business.You will want to become Chartered. -Looking for balance, a company that treats you fairly? Click apply and we'll tell you everything you need to know.If you don't have a CV don't worry. Send us contact details and we can come to the CV later.Everyone will get a response.

When we say this is a big opportunity we mean it. And we have the evidence to back it up. Here you'll be the only IFA in a region (Cardiff/Swansea) that has 6,500 accountancy clients. For context another region supports 8 IFAs with 12,000 clients and those planners are writing £500,000 - £750,000 per annum. So let's just say you'll have plenty to go at. And it's not only a quantity thing. 80% of clients are business owners so there's a lot of scope for high income cases and referrals. Plus the South Wales team has referred to a financial planner in the past. Yes you'll need to build relationships but you won't be banging your head against the wall - this is a team/business that "gets" financial planning. This appreciation extends to the admin and paraplanning support you'll receive. At this firm they want their planners getting referrals and seeing clients. With the support on offer that's exactly what you'll get to do.As for management style it's light touch. The leadership team have been at the business for years and continue to lead from the front. They empower their IFAs and trust them to get on with the job at hand whilst at the same time continuing to bang the drum for financial planning. Salary is £60,000 - £80,000 but there is some flexibility based on performance/experience/exam status. There's a bonus scheme where you earn 25% over validation and a full benefits package including: 25 days holiday + bank holidays The chance to buy or sell up to 5 days a year Pension Healthcare Yes there's some hard work ahead.But there's a huge client book to approach aided by supportive colleagues.You'll be independent with your advice and also how you operate. There's scope to specialise if you want to.And you'll have the support of the wider financial planning team to draw on. HERE'S WHAT YOU'LL NEED:You'll be a self-starter and a confident financial planner with 5+ years post-CAS advice experience. You'll have good technical skills and be on the way to Chartered if you aren't already.But your mindset, drive and ability to leverage internal relationships is of more importance.This is a big opportunity but the company knows that it is a medium/long-term one so have their expectations set accordingly. And so will you - this is somewhere you can end your career but in the short-term there's a lot of work ahead. There will be opportunities where you can earn more initially and if that's your focus this one isn't for you.You will be a visible presence in the region but the firm know you'll spend a lot of time out and about seeing clients. Flexibility is the key word here.You'll want to work for an independent financial planner. -Want to know more? Click apply and we'll be in touch.If you don't have a CV send us a way of contacting you. We can come to the CV later.Everyone will receive a response.

When we say this is a big opportunity we mean it. And we have the evidence to back it up. Here you'll be the only IFA in a region (Cardiff/Swansea) that has 6,500 accountancy clients. For context another region with 12,000 accountancy clients supports 8 IFAs and those planners are writing £500,000 - £750,000 per annum. So let's just say you'll have plenty to go at. And it's not only a quantity thing. 80% of clients are business owners so there's a lot of scope for high income cases and referrals. Plus the South Wales team has referred to a financial planner in the past. Yes you'll need to build relationships but you won't be banging your head against the wall - this is a team/business that "gets" financial planning. This appreciation extends to the admin and paraplanning support you'll receive. At this firm they want their planners getting referrals and seeing clients. With the support on offer that's exactly what you'll get to do.As for management style it's light touch. The leadership team have been at the business for years and continue to lead from the front. They empower their IFAs and trust them to get on with the job at hand whilst at the same time continuing to bang the drum for financial planning. Salary is £60,000 - £80,000 but there is some flexibility based on performance/experience/exam status. There's a bonus scheme where you earn 25% over validation and a full benefits package including: 25 days holiday + bank holidays The chance to buy or sell up to 5 days a year Pension Healthcare Yes there's some hard work ahead.But there's a huge client book to approach aided by supportive colleagues.You'll be independent with your advice and also how you operate. There's scope to specialise if you want to.And you'll have the support of the wider financial planning team to draw on. HERE'S WHAT YOU'LL NEED:You'll be a self-starter and a confident financial planner with 5+ years post-CAS advice experience. You'll have good technical skills and be on the way to Chartered if you aren't already.But your mindset, drive and ability to leverage internal relationships is of more importance.This is a big opportunity but the company knows that it is a medium/long-term one so have their expectations set accordingly. And so will you - this is somewhere you can end your career but in the short-term there's a lot of work ahead. There will be opportunities where you can earn more initially and if that's your focus this one isn't for you.You will be a visible presence in the region but the firm know you'll spend a lot of time out and about seeing clients. Flexibility is the key word here.You'll want to work for an independent financial planner. -Want to know more? Click apply and we'll be in touch.If you don't have a CV send us a way of contacting you. We can come to the CV later.Everyone will receive a response.

When we say this is a big opportunity we mean it. And we have the evidence to back it up. Here you'll be the only IFA in Scotland for an accountancy firm with 10 partners/directors and multiple thousands of accountancy clients. For context another region with 12,000 accountancy supports 8 IFAs with those planners writing £500,000 - £750,000 per annum. So let's just say you'll have plenty to go at. And it's not only a quantity thing. 80% of clients are business owners so there's a lot of scope for high income cases and referrals. Yes you'll need to build relationships but you won't be banging your head against the wall - this is a team/business that "gets" financial planning. This appreciation extends to the admin and paraplanning support you'll receive. At this firm they want their planners getting referrals and seeing clients. With the support on offer that's exactly what you'll get to do.As for management style it's light touch. The leadership team have been at the business for years and continue to lead from the front. They empower their IFAs and trust them to get on with the job at hand whilst at the same time continuing to bang the drum for financial planning. Salary is £60,000 - £80,000 but there is some flexibility based on performance/experience/exam status. There's a bonus scheme where you earn 25% over validation and a full benefits package including: 25 days holiday + bank holidays The chance to buy or sell up to 5 days a year Pension Healthcare Yes there's some hard work ahead.But there's a huge client book to approach aided by supportive colleagues.You'll be independent with your advice and also how you operate. There's scope to specialise if you want to.And you'll have the support of the wider financial planning team to draw on. HERE'S WHAT YOU'LL NEED:You'll be a self-starter and a confident financial planner with 5+ years post-CAS advice experience. You'll have good technical skills and be on the way to Chartered if you aren't already.But your mindset, drive and ability to leverage internal relationships is of more importance.This is a big opportunity but the company knows that it is a medium/long-term one so have their expectations set accordingly. And so will you - this is somewhere you can end your career but in the short-term there's a lot of work ahead. There will be opportunities where you can earn more initially and if that's your focus this one isn't for you.You will be a visible presence in the region but the firm know you'll spend a lot of time out and about seeing clients. Flexibility is the key word here.You'll want to work for an independent financial planner. -Want to know more? Click apply and we'll be in touch.If you don't have a CV send us a way of contacting you. We can come to the CV later.Everyone will receive a response.