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Permanent

Paraplanner

Exchange Street Executive Search
Manchester
money-bag £35000 Annual
Posted: 15 May 2026 (3 weeks ago)
Closing date: 14 June 2026
Ref: 3109523240

Certain things are important to you. But what about everyone else? Things like independent advice. A client first focus. Evidenced based investing. But whilst you have clear principles about what great financial planning should look like, it''s hard to find your forever home. A place where you''re on the same page as everyone else. Hard, but not impossible. This IFA firm is fiercely independent and fiercely proud to be small. What''s more, they aren''t set up to sell. You don''t have to worry about being bought out by a firm that you wouldn''t have chosen to firm. Instead it is one that is set up to put employees and clients first with a belief that profits are a natural consequence of doing this well. And this team ethos is reflected in their bonus scheme - you ll get a healthy % share of profits (we will tell you what when we speak) alongside a healthy salary (up to c£45,000 but flexible for the right person). 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? The company is a modern financial planning business that uses evidenced based investing. You''ll work with the firm''s three planners in all things paraplanning related (e.g. cashflow modelling, report writing, post-meeting summaries) and will enjoy the nitty gritty of technical matters. This is a business where the planners aren''t on a pedestal. You''ll work ..... full job details .....

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