Job Advert: Paraplanner
Location: Nottingham
Salary: £35,000 - £50,000 (depending on experience and qualifications) + Bonus & Benefits
Are you an experienced Paraplanner looking to take the next step in your career with a leading international Wealth & Investment Management organisation?
Our client, a prestigious global financial institution, is seeking a detail-oriented and motivated Paraplanner to join their growing Financial Planning Division in Nottingham. This is a fantastic opportunity for individuals who are passionate about delivering exceptional financial planning support and working with a team of experts in a dynamic, collaborative environment.
Key Responsibilities:
* Prepare and produce comprehensive financial planning reports for clients.
* Support Financial Planners with research, analysis, and recommendations.
* Ensure all client documentation and records are kept up to date and compliant with industry regulations.
* Assist with client queries and provide technical support to the wider team.
* Liaise with providers and third parties to gather information and obtain quotes.
* Help with the ongoing development of financial plans and investment strategies.
Key Requirements:
* Minimum Level 4 Diploma in Financial Planning or equivalent (candidates working towards Level 4 will also be considered). Those with advanced Diploma qualifications will have an advantage
* Previous experience in a Paraplanning role, ideally within the wealth management or financial planning sector.
* Strong technical knowledge of financial products and planning concepts.
* Excellent communication and organisational skills with a keen eye for detail.
* Ability to work well under pressure and meet deadlines.
Benefits Include:
* Salary: £35,000 to £50,000 (dependent on experience and qualifications).
* Bonus and performance-related incentives.
* Pension Scheme: Up to 12% employer contribution.
* Private Medical Insurance (PMI).
* Death in Service (DIS).
* Share Options.
* Hybrid Working: Flexibility to work from home and in the office.
* Generous holiday entitlement, plus other benefits.
If you are a qualified Paraplanner looking to enhance your career in a global financial services organisation, we would love to hear from you.