Job Description
Job Title:Paraplanner
Location:Nottingham
Benefits:
* Full-time role, Monday to Friday
* Flexible working arrangements with a mix of office and remote work
* Competitive salary based on experience, skills, and qualifications
* Excellent staff benefits, including:
o Matching Pension Scheme
o 3x Death in Service coverage
o 26 days of annual leave, increasing with length of service
o Free parking
o Progression opportunities
Salary:£30,000 to £40,000, depending on qualifications and experience
About 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:
1. Writing Suitability Reports and fund switch letters in accordance with company procedures
2. Attending client meetings
3. Asset allocation and model portfolio setup and man...