Firms love asking where you see yourself in five years. But could they answer that question?
After all, advice businesses are being bought out left, right, and centre. Many are gearing up for an exit strategy.
And where does all that leave you?
This fiercely independent and proud small IFA isn't set up to sell.
Instead, it is a business that prioritizes employees and clients, believing profits are a natural outcome of doing well. This team ethos is reflected in their bonus scheme — you'll receive a percentage share of profits (details to be discussed) alongside a competitive salary.
The benefits package includes life assurance, income protection, 25 days holiday, and an additional 2-3 days off over Christmas, because who wants to work then anyway?
The company is a modern financial planning business using evidence-based investing. You'll collaborate with the firm's three planners on paraplanning tasks such as cashflow modelling, report writing, and post-meeting summaries, enjoying the technical aspects of the role.
This is a business where planners and paraplanners work together as equals to achieve the best outcomes for clients. If you have ideas to improve processes, they are open to hearing them.
The firm also boasts high staff retention, reflecting a clear ethos and stability.
HERE’S WHAT YOU’LL NEED:
You should be a Level 4 qualified paraplanner seeking a role in a small company, not a corporate environment.
Ideally, you will have started your AF papers, but strong interpersonal skills and experience with cash flow modelling (preferably Voyant) can provide flexibility.
Additional experience in capital gains tax, investment bonds, encashments, tapered annual allowances, etc., is advantageous.
The firm is based in Stockport and values collaboration. Some flexibility exists, but most team members are in the office most days.
Time for a change? Click apply. If you don’t have a CV, don’t worry — we can discuss that later. Everyone will receive a response.
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