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Macclesfield, Cheshire
Paraplanner - Macclesfield

Paraplanner - Macclesfield

Exchange Street Claims & Financial Services

Posted 8 hours ago, valid for 9 days

Macclesfield, Cheshire SK117UX, England

Full Time

Life Insurance

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Sonic Summary

A growing financial planning business is seeking a paraplanner with at least 3 years of experience and Level 4 qualification.
The role involves analyzing portfolios, producing reports, and preparing cashflow analysis while collaborating with various teams.
The company offers a hybrid working model, along with a comprehensive benefits package that includes 25 days of annual leave, life assurance, and private healthcare.
Salary details are not explicitly mentioned, but the firm is known for providing competitive packages and opportunities for internal promotion.
The office is located in Macclesfield, and employees will need to be on-site during probation before transitioning to a hybrid work schedule.

Some companies take retaining their staff seriously. They're more walk than talk.Take this firm. They're an acquisitive, growing financial planning business. And as they grow so do the opportunities they can offer their employees. People like you.We've worked with them on a range of positions. And a common theme has been that vacancies have arisen because of internal promotion, or they've invested in a trainee. Or if there is no short-term prospect of a step up, there is in the medium and long term. All great signs that they know that people need to learn and develop.They offer hybrid working - a good sign that they trust their staff and want to empower, not micro-manage them.And they offer good packages with great benefits. The value of these really add up and point to the type of firm they are (paid volunteering days and enhanced maternity/paternity pay as an example):

25 days annual leave
An extra day off for your birthday
Life assurance
Private healthcare for you and your family
Free annual eye tests
2 paid volunteering days per year
Enhanced Maternity and Paternity pay

As for the job itself you'll join as a paraplanner so you'll be analysing portfolios/products and producing reports. You'll prepare cashflow analysis and provide technical research. And you'll work closely with your colleagues on the financial planner, admin and compliance teams.You'll work on a range of cases so your technical skills will be pushed. And there's support with further exams to help you become the best paraplanner you can be. HERE'S WHAT YOU'LL NEED:You'll be a current paraplanner, Level 4 qualified, with around 3+ years’ experience in Paraplanning using Dynamic Planner, FE Analytics and Cash Calc.The office is in Macclesfield and you'll need to be in the office during probation and then on a hybrid basis after that. ----------------------------------------------------------------------------------------Interested in knowing more? Click apply. If you don't have an up to date CV don't worry. Send us a way of contacting you and we can sort the CV later.Everyone will receive a response.

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