You don't need to be the reincarnation of David Ogilvy to sell this job.
It's an employed trainee financial planner job at a time when that's sadly quite rare. But it goes way beyond that.
This firm have crafted a detailed plan of how you'll start as a paraplanner but be a financial planner in 12-18 months. It's all laid out in writing so you know exactly what you need to do. And as you evidence the technical and soft skills you need to pick up you'll move to the next stage of your development.
As you progress so will your pay. You might start on say £40,000 but by the time you've moved over to advice you'll be on £50,000. And as you build your experience and take on more clients that salary will grow and grow and grow. By the time you're Chartered/Certified that will take you to £70,000+.
Total clarity. Total accountability. Total commitment.
And that's not all. The firm have used this plan twice before so they have a proven track record of developing people. It's been tweaked over the years too so works better than ever.
The firm itself is a modern financial planning firm that uses evidenced based investing. It's small, fiercely independent and not set up to sell.
It is though one that is set up to put employees and clients first - profits are a natural consequence of doing this well. And as a business with a team ethos that's reflected in their bonus scheme. You'll get a healthy % share of that (we will tell you what when we speak).
There's a decent benefits package including life assurance and income protection. Plus 25 days holiday and an extra 2-3 days off over Xmas because as the firm says - who wants to work then anyway?
In advertising terms, if Carlsberg did adverts...
HERE'S WHAT YOU'LL NEED:
You will be a paraplanner with the interest/capability in becoming a financial planner.
You'll want to work for a small company. There are so many good reasons to work here but if you're just about the money it's not for you.
You will be level 4 qualified and the firm do want you to have at least one AF paper under your belt. The focus is on finding someone who loves financial planning and wants Certified/Chartered status - not just say they do. An exam pass will show your commitment and capacity to learn.
You'll also need to have cash flow modelling experience as you'll become a lead on that. Ideally you'll have used Voyant but whilst that's not a prerequisite cash flow experience is.
You'll also need experience in matters such as capital gains tax, investment bond encashments, tapered annual allowance etc.
Knowledge and experience of trusts is a ‘nice to have'.
The firm is based in Stockport. Once you're a planner you will be very much hybrid but in the learning phase (first 6-12 months in particular) you'll be around the office most days.
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Ready to take that step into advice and what's more, do it properly? Click apply.
If you don't have a CV don't worry we can come to that later.
Everyone will receive a response.