Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisors with analysis, reports, and investment research.
- Company: George Square Financial Management Ltd, a leader in financial planning solutions.
- Benefits: Competitive salary based on experience and qualifications.
- Why this job: Make a real difference in clients' financial lives while growing your expertise.
- Qualifications: Expertise in financial planning, strong analytical skills, and relevant qualifications.
- Other info: Join a dedicated team in a dynamic environment focused on client success.
The predicted salary is between 36000 - 60000 £ per year.
George Square Financial Management Ltd provides professional, independent financial planning solutions and mortgage advice for individuals and businesses. The company specializes in investments, pensions, retirement planning, and inheritance tax advice, alongside mortgages and life insurance. Based in Hockley, Nottingham, George Square Financial Management Ltd focuses on creating, building, and preserving wealth to help clients achieve their financial and lifestyle goals. The team is dedicated to providing tailored financial planning services to meet each client's unique needs.
This is a full-time, on-site role for a Financial Services Paraplanner located in the City of Nottingham. The Paraplanner will support financial advisors by conducting detailed financial planning analysis, preparing reports, and researching investment opportunities. Responsibilities also include assisting with the preparation of client recommendations and ensuring compliance with regulatory requirements.
Salary will be dependent on experience and qualifications.
Qualifications:- Financial Planning and Investments expertise
- Strong Analytical Skills and proficiency in Finance-related tasks
- Proficiency in Report Writing and documentation
- Attention to detail, organizational skills, and an ability to manage multiple tasks efficiently
- Relevant qualifications in financial planning or related fields (e.g., Diploma in Financial Planning or equivalent) are highly desirable
- Strong knowledge of regulatory requirements and industry standards
Financial Services Paraplanner in Nottingham employer: George Square Financial Management Ltd
Contact Detail:
George Square Financial Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Paraplanner in Nottingham
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services sector, especially those who work as paraplanners or financial advisors. Attend industry events or join online forums to make connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning and investment strategies. We recommend practising common interview questions and having examples ready that showcase your analytical skills and attention to detail.
✨Tip Number 3
Showcase your expertise! Create a portfolio that highlights your report writing and financial analysis skills. This can be a great conversation starter during interviews and will demonstrate your ability to meet the role's requirements.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Services Paraplanner in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that are relevant to the Financial Services Paraplanner role. Highlight your expertise in financial planning, investments, and report writing to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a perfect fit for our team at George Square Financial Management.
Show Off Your Analytical Skills: Since strong analytical skills are key for this role, don’t forget to include examples of how you've used these skills in past experiences. We love seeing how you tackle complex financial problems!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at George Square Financial Management Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around investments, pensions, and regulatory requirements. Being able to discuss these topics confidently will show that you're well-prepared and serious about the role.
✨Showcase Your Analytical Skills
Prepare examples of how you've used your analytical skills in previous roles. Whether it's conducting financial analysis or preparing detailed reports, having specific instances ready will demonstrate your capability as a Paraplanner.
✨Practice Report Writing
Since report writing is a key part of the job, consider drafting a mock report based on a hypothetical client scenario. This will not only help you articulate your thoughts but also give you a chance to showcase your attention to detail during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and client management. This shows your genuine interest in the role and helps you understand if the company aligns with your career goals.
