Paraplanner - Independent Financial Planning
Nottingham (Hybrid)
Ellis James Partners is working with a well-established Chartered Financial Planning firm in Nottingham, known for its client-focused, goal-based financial planning approach.
This is a fantastic opportunity for an experienced Paraplanner to join a forward-thinking firm that values innovation, collaboration, and professional development.
The Role:
As a Paraplanner, you will work closely with financial planners to support clients in achieving their long-term financial goals. Your responsibilities will include:
* Conducting detailed research and analysis on investment, pension, and life assurance products.
* Preparing lifetime cashflow forecasts and suitability reports.
* Assisting with holistic financial planning, integrating tax allowances, trusts, and business structures.
* Ensuring financial plans and client reviews are delivered accurately and on time.
What do you need?
* Diploma qualification (or working towards it) and at least three years of paraplanning experience.
* Strong knowledge of financial planning tools.
* A passion for holistic financial planning and a growth-oriented mindset.
What’s on Offer?
* Hybrid working – office-based (Tues-Thurs) with remote flexibility.
* Comprehensive training & mentoring, with development costs covered.
* Attractive benefits, including pension, life insurance, online GP access, and genero...