Qureos Mentor

Exchange Street Claims & Financial Services

Some firms don't even know what a career journey is, never mind put one in place.So you get stuck, in a rut, doing the same old, same old. Year after year.Not here.Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner.What does that tell you? This is a business where internal progression and nurturing are core values. Where actions speak louder than words.You'll be looked after in other ways too.Starting salary is to £32,000 plus you qualify for the company's bonus scheme. This typically means a 10% annual bonus ever year.Alongside that you get:<ul> <li>8% employer pension contribution</li><li>PMI</li><li>DIS x 4</li><li>25 days holiday</li><li>Once you've settled in there's hybrid working (3 days in the office)</li><li>Free parking and beautiful offices</li></ul> As for the job itself you'll work with another administrator supporting the firm's planners. These planners are highly qualified and engaged with interesting cases so you'll learn a lot too.You'll use IO, deal with clients, prepare meeting packs, submit new business etc.The firm have close to £500m AUM and 350 clients. They are independent and fiercely proud of being a smaller company (albeit one that punches above its weight). HERE'S WHAT YOU'LL NEED:You will have some experience as an administrator in a financial planning firm.IFA and IO experience is a nice to have but not essential. Platform experience is useful.You'll be conscientious and keen to learn. -Tired of the same old same old? Click apply.If you don't have a CV don't worry, we can come to that later. Just send us a way of contacting you.Everyone will receive a response.

Administrator

Just because you are happy doesn't mean you can't be happier.Most people who read job adverts are not desperate for a new job.Paraplanners like you for example. You are well looked after. Well thought of. Reasonably happy with your salary.But that doesn't mean that you can't be better looked after. Challenged more. And paid more. You don't always need to have a reason to click apply other than how good another company sounds. And what's the harm in that?This company has been one of the top businesses in the country to work for on a consistent basis (voted by The Times no less). And when you think about it, that's no mean feat.As you might have guessed, they do things a bit differently here.The mindset is that you don't have lunch at your desk and you don't take work emails home with you. Sure you work hard when you are there. But this is a business that treats you like a grown up. That understands a relaxed worker is a more productive one. That knows you need time to think to be good at your job.It's also why they offer 33 days holiday (increasing to 38 days with service). Why they pay above market level salaries. And it's why they offer an annual review of salary and a bonus scheme of up to 7% of salary.There's also:<ul> <li>Hybrid working</li><li>Flexible hours</li><li>Death in Service</li><li>Pension</li><li>Income Protection</li></ul> As for the job you are called a Client Manager for a reason and it's because of the unique way the firm structures itself.You're not behind the scenes bashing out reports but front and centre when it comes to the client relationship. You'll get your own client portfolio to manage, clients often with £1m+ in assets, and you'll sit in on all meetings. You will work closely with a financial planner but the majority of client work will be your responsibility.It's challenging, refreshing and empowering. Perfect for those who love paraplanning and client work but don't want the pressure of targets. HERE'S WHAT YOU'LL NEED:You will be at least level 4 qualified and have experience as a paraplanner in a financial planning firm. You will love learning and have the capacity to become Chartered if you're not already on your way there.But whilst serious about the job the business has long invested a great deal in making sure it's a fun and interesting place to work. Wellbeing isn't just a buzzword here - it's an integral part of the firm's ethos. You are someone who will thrive in that environment and will see yourself as a team player. -You're happy. You're loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off.But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier. The Times would vouch for that.Click apply. If you don't have a CV don't worry just send us a way of contacting you. We can come to the CV later.Everyone will receive a response.

Paraplanner

Join Exchange Street Claims & Financial Services and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Exchange Street Claims & Financial Services

ABOUT_COMPANY

Administrator

Paraplanner