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- Tasks: Support financial advisers by preparing accurate reports and conducting detailed research.
- Company: A growing wealth management firm in Nottingham focused on long-term career development.
- Benefits: 25 days holiday, private medical insurance, and study support for career progression.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: QCF Level 4 qualified with experience in holistic financial planning.
- Other info: Diverse and inclusive culture with excellent career growth opportunities.
The predicted salary is between 28800 - 48000 £ per year.
My client is looking to recruit an experienced and motivated Paraplanner to support their advisors in Nottingham, and build a long-term career within their growing wealth management firm. This is a rewarding role, suited to someone who can deliver high-quality financial planning support, work collaboratively with advisers, and produce technically robust client recommendations.
The Role
As a Paraplanner, you will play a key role in supporting a team of advisers, helping to deliver comprehensive, client-focused financial planning solutions.
Key Duties
- Prepare clear, compliant and technically accurate suitability reports across a wide range of advice areas
- Conduct detailed research on products, funds and planning strategies using internal and external tools
- Analyse client information and support the development of holistic financial plans, including cashflow modelling
- Collaborate closely with advisers to understand client objectives and deliver appropriate recommendations
- Maintain accurate and up-to-date client records in line with FCA requirements
- Liaise with providers and third parties to obtain information and progress cases
- Identify planning opportunities across pensions, investments, tax and protection
- Support continuous improvement of paraplanning processes and escalate complex cases where appropriate
About You
- QCF Level 4 qualified (essential), with support available for progression to Level 6
- Strong experience in holistic financial planning, including pensions (pre and post retirement), investment planning and estate planning
- Comfortable working with a range of financial planning systems
- Experience with different Investment platforms such as Parmenion, Fidelity, Abrdn, Aviva, Transact and SS&C Hubwise
- Experience of Cashflow modelling tools would be an advantage.
What We Offer
- A supportive environment focused on long-term career development
- Study support towards Advanced Diploma (Level 6)
- The opportunity to work with experienced advisers on complex, high-quality financial planning cases
- 25 days holiday + bank holidays, increasing to 30 with service
- Private medical insurance, Death in service and Income protection (75% salary after 3 months)
- Pension
- 1 paid volunteering day per year
- Employee share scheme (EBT), linked to performance
- Flexible benefits hub (Cycle to Work, buy/sell holiday)
- Access to 2,000+ retail discounts and perks
- And more…
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Paraplanner in Nottingham employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Nottingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with paraplanners. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! Prepare a portfolio of your best work, including suitability reports and financial plans. This will help you stand out during interviews and show potential employers what you can bring to the table.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on how you can support advisers and deliver client-focused solutions.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for talented paraplanners like you. Plus, it’s a great way to get noticed by our team directly!
We think you need these skills to ace Paraplanner in Nottingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your QCF Level 4 qualification and any relevant experience in holistic financial planning. We want to see how your skills align with what we're looking for!
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 you can support our advisers. Keep it concise but impactful – we love a good story!
Showcase Your Technical Skills: Since this role involves preparing suitability reports and using various financial planning systems, make sure to mention your experience with tools like cashflow modelling and investment platforms. We’re keen to know what you bring to the table!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates. Plus, it’s super easy!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and estate planning. Familiarise yourself with the specific tools and platforms mentioned in the job description, like Parmenion and Fidelity, so you can confidently discuss your experience with them.
✨Showcase Your Collaboration Skills
As a Paraplanner, you'll be working closely with advisers. Be prepared to share examples of how you've successfully collaborated in the past. Think about times when you’ve supported a team or contributed to a project, and highlight your ability to communicate effectively.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Review how to prepare clear and compliant suitability reports, and be ready to discuss your approach to cashflow modelling. Practising these scenarios can help you articulate your thought process clearly.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client objectives or how they support continuous improvement in paraplanning processes. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.