At a Glance
- Tasks: Prepare reports, conduct research, and support Financial Advisers for top-notch client outcomes.
- Company: Established Independent Financial Services Group with a strong reputation.
- Benefits: Competitive salary, 20 days holiday, pension scheme, and flexible working options.
- Other info: Flexible working environment with opportunities for professional growth.
- Why this job: Join a dynamic team and enhance your financial planning skills while making a real impact.
- Qualifications: 2-5 years in financial planning, Level 4 qualification preferred, and strong writing skills.
The predicted salary is between 40000 - 40000 £ per year.
Are you an experienced Paraplanner looking for a new opportunity within an established financial planning practice?
Our client is an Independent Financial Services Group Practice, established in 2001 and based in the Midlands. They specialise in all areas of financial planning for both corporate and individual clients across the UK.
As a Paraplanner, you will prepare suitability reports and review letters, carry out technical research, and work closely with Financial Advisers to support high-quality client outcomes. The main areas of advice include pensions, investments, retirement planning, inheritance tax planning, trusts, VCTs, annuities and business relief.
- Preparing suitability reports and review letters across a range of advice areas, including tax calculations, cashflow forecasting and switch analysis
- Working closely with Financial Advisers to discuss client cases, identify missing information and suggest alternative strategies where appropriate
- Ensuring all documentation is completed accurately, recorded on the back-office system, and meets company policies, compliance standards and legislative requirements
- Supporting the wider Support Team, including providing assistance or training where needed
- Continuing to build your technical knowledge and understanding of financial planning advice
Requirements:
- 2-5 years experience within the financial planning industry, including at least 2 years experience in paraplanning
- Working towards, or already holding, a Level 4 Financial Planning qualification
- A strong understanding of financial planning processes, compliance requirements and the importance of clear audit trails
- Confidence using Microsoft Office and relevant financial planning systems
- The ability to prioritise and manage your own workload, using your initiative with minimal supervision
- Clear, concise writing skills and excellent attention to detail
- A flexible, organised approach and the ability to manage multiple priorities
Competitive salary of £30,000 - £40,000 per annum, depending on experience and level of Paraplanning experience. 20 days holiday per year, increasing annually with length of service. Employer pension scheme. Your data will be handled in line with GDPR.
Paraplanner - Hybrid/flexible Working in Nottingham employer: Talent Finder
As a leading destination for professional tradespeople in March, Cambridgeshire, our company offers a dynamic work environment where employees are valued and encouraged to grow. With competitive salaries, opportunities for overtime, and a strong focus on teamwork, we foster a culture of support and development, ensuring that every team member can thrive in their role while enjoying the benefits of working with top-quality products and a dedicated customer base.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner - Hybrid/flexible Working in Nottingham
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We think you need these skills to ace Paraplanner - Hybrid/flexible Working in Nottingham
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