Overview
Culture starts at the top. Work for a good boss and you'll flourish. Work for a bad one and well, you won't. Too often leadership talks a good game about training, development and the future you. This isn't a problem you'll face at this IFA business. Here, the founder and culture setter has long been one of Leeds's biggest fee earners and recognises that they've not achieved this alone – it's a team effort. The team has got better over the years under their guidance. It includes a paraplanner who has worked with the founder for five years, going from an entry level recruit to the knowledgeable person they are now. It includes someone who progressed through the ranks from admin into advice. This is a culture setter who knows that to be a first-class financial planner you need a first-class team behind you. Training, empowerment and learning are a huge part of that.
Package & benefits
* Starting salary £30,000 – £35,000 depending on experience and exam progress. The firm also recently paid a generous bonus to the existing team to recognise the great work they do.
* There is also pension, DIS (x4) and support with exams.
* 25 days of holiday and the office shuts down over Christmas, giving you an extra 2–3 days off each year.
* Office-based with some flexibility; primarily an in-office role in Leeds to benefit from being around experienced planners and paraplanners. There is some work-from-home one day a week, but you will be in the Leeds office most of the time.
What you'll do
* Work with the firm's two planners who advise clients with £1m+.
* Have lots of client contact and be involved with cashflow modelling and lifestyle financial planning.
* Long-term career progression: initially focus on becoming a brilliant paraplanner; the culture is growth-minded with an inspirational boss.
What you'll need
* Around 12 months dedicated paraplanning experience would be helpful. If not, you'll currently be in an IFA/financial planning admin-focused role with exposure to writing suitability reports, research or technical work.
* You'll be ambitious and keen to become level 4 and beyond, recognizing it's a process that requires time, support and encouragement.
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