Paraplanner

Paraplanner – Independent Financial Planning

Nottingham (Hybrid)

Ellis James Partners is working with a well-established Chartered Financial Planning firm in Nottingham, known for its client-focused, goal-based financial planning approach.

This is a fantastic opportunity for an experienced Paraplanner to join a forward-thinking firm that values innovation, collaboration, and professional development.

The Role:

As a Paraplanner, you will work closely with financial planners to support clients in achieving their long-term financial goals. Your responsibilities will include:

• Conducting detailed research and analysis on investment, pension, and life assurance products.
• Preparing lifetime cashflow forecasts and suitability reports.
• Assisting with holistic financial planning, integrating tax allowances, trusts, and business structures.
• Ensuring financial plans and client reviews are delivered accurately and on time.

What do you need?

• Diploma qualification (or working towards it) and at least three years of paraplanning experience.
• Strong knowledge of financial planning tools.
• A passion for holistic financial planning and a growth-oriented mindset.

What’s on Offer?

• Hybrid working – office-based (Tues-Thurs) with remote flexibility.
• Comprehensive training & mentoring, with development costs covered.
• Attractive benefits, including pension, life insurance, online GP access, and generous holiday allowance (26 days + BH)
• A collaborative, inclusive, and forward-thinking team environment.

If you’re an experienced Paraplanner looking for an opportunity to grow and make an impact in a respected independent financial planning firm, we’d love to hear from you.

Apply today or contact Ellis James Partners for more information.