Job description
Are you a meticulous and analytical individual with a passion for finance and wealth management? Are you seeking an exciting opportunity to develop your career as a Paraplanner? Look no further! We are currently recruiting for a talented Paraplanner to join our dynamic team in Nottingham.
My clients are a leading financial advisory firm dedicated to providing comprehensive wealth management solutions to our clients. With a strong focus on delivering exceptional service and tailored advice, we take pride in helping individuals achieve their financial goals and secure their future.
Your Role as a Paraplanner: As a Paraplanner you will play a vital role in assisting our financial advisors in providing high-quality advice and recommendations to our valued clients. You will be responsible for conducting in-depth research, preparing detailed reports, and assisting with the creation of financial plans. Your exceptional attention to detail, analytical skills, and strong understanding of financial products will be essential in ensuring accuracy and compliance with industry regulations.
Key Responsibilities:
1. Conduct thorough research and analysis to support financial planning recommendations
2. Prepare accurate and comprehensive reports, including suitability letters and investment proposals
3. Collaborate closely with financial advisors to develop and refine financial plans
4. Ensure compliance with regulatory requirements and internal policies
5. Keep up-to-date with industry trends, regulations, and best practices
Qualifications and Skills:
6. Demonstrated experience as a Paraplanner or similar role within the financial services industry
7. Strong knowledge of financial planning principles and investment products
8. Excellent analytical and problem-solving abilities
9. Outstanding attention to detail and ability to work with complex financial data
10. Effective communication skills, both written and verbal
11. Relevant qualifications such as the Diploma in Regulated Financial Planning (DipPFS) or equivalent are desirable
Why Join Us?
12. Join a dynamic and supportive team dedicated to excellence and continuous growth
13. Expand your knowledge and skills through ongoing professional development opportunities
14. Work in a modern and vibrant office located in the heart of Nottingham City
15. Competitive salary and comprehensive benefits package
16. Exciting opportunities for career progression within a rapidly expanding company