Paraplanner / Technical Planner (hybrid, 2 days WFH)

My client is a multi-award winning financial planning firm firm with offices just south of Nottingham’s city centre.

My client is looking for Financial Services savvy Paraplanner with ideally three years’ experience in a paraplanning capacity to join their existing team of paraplanning professionals .

• You will have strong technical knowledge about investment, pension and life assurance products including their benefits and taxation.
• You will have a good understanding of tax allowances, trusts and business structures as part of a financial plan.
• You will have experience with using a cashflow forecasting system e.g. Voyant.
• You will hold the level four diploma and have a minimum of three years paraplanning experience.
• You will have strong capability with technology and systems, including Excel.
• You will possess great attention to detail, a positive approach, be very well organised, and have a problem-solving mindset.

Responsibilities

• You will work collaboratively with financial planners; you will help give advice to our clients. You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which they can achieve their goals. You will then write a financial plan with summary advice, accompanied by a suitability report for regulated recommendations.
• You will ensure financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.

Benefits

• The opportunity to work in a positive team, with interesting work and room to progress and learn.
• A supportive environment for continual learning. All professional qualifications and training costs are met.
• An attractive salary and benefits package with pension contributions, life insurance, online GP, mobile phone, generous holidays with option to buy more, discounted shopping and more.
• This is a full time role with hybrid working and flexible hours, you will be expected to work in the office three days a week, two from home.