Paraplanner - Mansfield, United Kingdom - Exchange Street Claims & Financial Services

Exchange Street Claims & Financial Services

Verified Company

Mansfield, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Just because you're happy doesn't mean you can't be happier.
Most people who read job adverts are not desperate for a new job. People like you for example. You're happy enough. Well thought of. Reasonably OK with your salary.

This business is one that us recruiters see as a finishing school, one that stands out from the crowd. The quality of its planning, the depth and range of advice given, the working environment.
It has four planners writing a lot of business (seven figure ongoing fees). You'll be part of a team of four paraplanners that give the time and capacity to do that.

You will be part of every part of the process with a client from prep work through client meetings to formulating advice.

You'll work with genuine HNW clients and corporate clients so you'll learn every day.

There's excellent pay. This is a firm that will pay up to £50,000 for the right person. There's a pension (up to 10% employer contribution), 3 x DIS and income protection.

There's also a company bonus based on profits for all staff, including planners. When this firm talks about doing things as a team it means it.What do they need from you?
You'll be level 4 qualified and have reasonable experience as a paraplanner. You will want to get to Chartered status and the firm will fund this.
You will enjoy meeting with clients. The firm has a wide array as they believe in advice for many, not just a wealthy few. You'll spend a lot of time with them so relationship skills are key.

And this role might lead on to advice. This won't happen for a few years but the firm will do all it can to support someone's ambitions. But if you've chosen paraplanning as your career, they will help you become the best paraplanner you can beYou're happy. You're loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off. But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier.
Click apply. We will be in touch.