Job Advert: Paraplanner
Location: Nottingham
Salary: £35,000 - £50,000 (depending on experience and qualifications) + Bonus & Benefits
Are you an experienced Paraplanner looking to take the next step in your career with a leading international Wealth & Investment Management organisation?
Our client, a prestigious global financial institution, is seeking a detail-oriented and motivated Paraplanner to join their growing Financial Planning Division in Nottingham. This is a fantastic opportunity for individuals who are passionate about delivering exceptional financial planning support and working with a team of experts in a dynamic, collaborative environment.
Key Responsibilities:
- Prepare and produce comprehensive financial planning reports for clients.
- Support Financial Planners with research, analysis, and recommendations.
- Ensure all client documentation and records are kept up to date and compliant with industry regulations.
- Assist with client queries and provide technical support to the wider team.
- Liaise with providers and third parties to gather information and obtain quotes.
- Help with the ongoing development of financial plans and investment strategies.
Key Requirements:
- Minimum Level 4 Diploma in Financial Planning or equivalent (candidates working towards Level 4 will also be considered). Those with advanced Diploma qualifications will have an advantage
- Previous experience in a Paraplanning role, ideally within the wealth management or financial planning sector.
- Strong technical knowledge of financial products and planning concepts.
- Excellent communication and organisational skills with a keen eye for detail.
- Ability to work well under pressure and meet deadlines.
Benefits Include:
- Salary: £35,000 to £50,000 (dependent on experience and qualifications).
- Bonus and performance-related incentives.
- Pension Scheme: Up to 12% employer contribution.
- Private Medical Insurance (PMI).
- Death in Service (DIS).
- Share Options.
- Hybrid Working: Flexibility to work from home and in the office.
- Generous holiday entitlement, plus other benefits.
If you are a qualified Paraplanner looking to enhance your career in a global financial services organisation, we would love to hear from you.
Sector:
- Financial Services
- Financial Planning
