At a Glance
- Tasks: Prepare reports, conduct research, and support client reviews in a dynamic wealth management environment.
- Company: Join T Nixon Associates, a respected wealth management practice with a loyal client base.
- Benefits: Starting salary of £40,000, private health insurance, and 31 days annual leave.
- Other info: Be part of a small, supportive team in a busy, professional setting.
- Why this job: Make an immediate impact and play a key role in the business's future growth.
- Qualifications: Proven paraplanning experience and strong technical knowledge required.
The predicted salary is between 40000 - 50000 £ per year.
Are you an experienced Paraplanner looking to join a well-established and highly respected wealth management practice where you can make an immediate impact? T Nixon Associates is seeking an experienced Paraplanner to support a substantial and long-standing wealth management client bank. Working closely with the advising practice principal and a small, supportive office team, this role is ideal for someone who enjoys technical work, thrives in a busy environment and takes pride in delivering exceptional client outcomes. This is not a training position. We're looking for someone who can hit the ground running, bring strong technical knowledge and provide high-quality paraplanning support from day one.
Benefits of the role:
- A starting salary of £40,000 depending on experience
- Private health insurance
- 31 days annual leave inclusive of bank holidays and additional Christmas office closure
- Established and loyal client bank
- Small, supportive and professional team
- Opportunity to play a key role in the future growth of the business
Responsibilities of the role:
- Prepare suitability reports and recommendation documentation
- Conduct technical research across pensions and investment products
- Support ongoing client review and servicing activity
- Liaise with providers to obtain information and progress cases
- Manage outstanding tasks and follow-ups efficiently
Paraplanner employer: T Nixon Associates Ltd
T Nixon Associates is an excellent employer for experienced Paraplanners, offering a supportive and professional work environment where you can make a significant impact from day one. With competitive benefits such as private health insurance, 31 days of annual leave, and the opportunity to contribute to the growth of a well-established wealth management practice, you'll find a fulfilling career that values your expertise and dedication to exceptional client outcomes.
