Paraplanner

Paraplanner
Location: Nottingham (Hybrid)
Salary: Competitive, Negotiable (to around £45,000 depending on experience) + Comprehensive Benefits Package

Our client, a distinguished and award-winning Top 100 Independent Financial Advisory (IFA) firm and Chartered Financial Planners, is seeking a highly skilled and professional Paraplanner to join their esteemed team. This position presents an exceptional opportunity for an individual committed to delivering excellence in financial planning support.

Role Overview

The successful candidate will work in close collaboration with Financial Planners, providing comprehensive financial planning support to ensure clients receive meticulous, tailored advice. The role encompasses the development of detailed financial plans, the preparation of lifetime cashflow forecasts, and the assurance of exemplary client service.

Key Responsibilities

• Assist Financial Planners in the formulation of client financial plans and suitability reports.

• Develop and analyse lifetime cashflow forecasts, evaluating multiple scenarios to optimise financial planning outcomes.

• Conduct in-depth research and analysis of investment, pension, and life assurance products.

• Ensure the accurate and timely delivery of financial plans and ongoing client reviews.

• Maintain up-to-date knowledge of industry regulations and market developments.

Candidate Profile

• Diploma in Financial Planning (Level 4) or actively working towards completion.

• A minimum of three years' experience in a paraplanning capacity.

• Extensive technical knowledge of investments, pensions, life assurance, and taxation.

• Proficiency in financial planning tools, including Excel and cashflow forecasting software (preferably Voyant).

• Exceptional attention to detail, analytical acumen, and a proactive approach to problem-solving.

• Excellent communication and organisational skills, with the ability to collaborate effectively within a team.

What We Offer

• A competitive remuneration package, inclusive of a comprehensive benefits scheme.

• Flexible hybrid working arrangements to support work-life balance.

• Commitment to professional development, with full support for further qualifications and training.

• A dynamic and collaborative working environment within a highly regarded firm.

• The opportunity to contribute to a firm known for excellence and innovation in financial planning.

This role represents a unique opportunity for a dedicated Paraplanner to advance their career within a prestigious organisation. If you possess the requisite expertise and seek to join an industry-leading firm, we invite you to apply.

Sector:

1. Financial Services
2. Financial Planning