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. But how many actually back it up?

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 that founder recognises that they've not achieved this alone – it's a team effort. And that team has got better and 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 now are. 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. And training, empowerment and learning is a huge part of that.

PACKAGE:

Your starting salary will be £34,000 – £36,000 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. 

Alongside that there's also pension, DIS (x4) and support with exams.

You'll get 25 days holiday AND the office shuts down over Christmas, giving you an extra 2-3 days off each year.

This is mainly office-based, because the best learning here happens by being around experienced planners and paraplanners. There is still some flexibility, including working from home one day a week, but you will be in the Leeds office most of the time.

THIS IS WHAT YOU'LL DO:

You'll work with the firm's two planners who advise clients with £1m+.

You'll have lots of client contact and be involved with cashflow modelling and lifestyle financial planning. 

Long-term who knows where your career here might take you. They are a newish business so the founder can't/won't promise swift advancement into an advice position. It's likely that for the next few years you'll focus on becoming a brilliant paraplanner. But it's a growth-minded culture with an inspirational boss and that always bodes well.

HERE'S 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 that has some exposure to writing suitability reports, carrying out research or technical work.

You'll be ambitious and keen to become level 4 (if you aren't already) and no doubt go beyond that. But you'll recognise that it's a process and you need time, support and encouragement to build your skills.

—————————————————————————————– Want to build your paraplanning career properly? Pick the right boss and click apply.

If you don't have a CV don't worry. Send us a way of contacting you – we can come to the CV later.

Everyone will receive a response.