Job Description
Job Title: Paraplanner Location: NottinghamBenefits:Full-time role, Monday to FridayFlexible working arrangements with a mix of office and remote workCompetitive salary based on experience, skills, and qualificationsExcellent staff benefits, including: Matching Pension Scheme3x Death in Service coverage26 days of annual leave, increasing with length of serviceFree parkingProgression opportunitiesSalary: £30,000 to £40,000, depending on qualifications and experienceAbout the Company:Our client is seeking a Paraplanner to support Advisors within their growing firm, which offers advice across a broad range of financial services products. This role is ideal for a committed individual looking to grow with a dynamic practice. Our client is a financial services firm dedicated to helping clients achieve financial stability and growth.
They offer personalised wealth management solutions tailored to individual goals, whether it's planning for retirement, managing investments, or safeguarding assets. With a focus on building long-term relationships. Key Responsibilities for the Paraplannerrole:Writing Suitability Reports and fund switch letters in accordance with company proceduresAttending client meetingsAsset allocation and model portfolio setup and managementEnsuring all research and relevant information is documented for complianceMonitoring and reporting on monthly investment statisticsConducting due diligence on providers, products, and new technologyQualifications and Experience Required for the Paraplanner:Over 2 years of experience in an IFA environmentStrong technical knowledge of financial services productsProven experience in writing Suitability Reports and fund switch lettersApply today to be considered for this Paraplanner opportunity.
If you are a suitable candidate, one of our specialist consultants will reach out to discuss the role in detail before submitting your CV to the client. During this conversation, we will explore your specific skills and motivations and, where applicable, suggest other relevant opportunities that align with your requirements.Please note that due to the high volume of responses, we are unable to provide individual feedback. If you do not hear from us within 7 days, please assume that your application has not been successful for this role.TPBN1_UKTJ