Paraplanner

Page Personnel Finance

Posted 5 days ago, valid for 12 days

Nottingham, Nottinghamshire NG42QU, England

£25,000 - £30,000 per annum

Full Time

Life Insurance

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Sonic Summary

The job is for a Paraplanner at a wealth management firm in Nottingham that emphasizes sustainability, diversity, and inclusion.
Candidates should have experience as a Paraplanner and ideally hold a diploma qualification, with a focus on investments, pensions, and life assurance products.
The role involves supporting Financial Planners by providing administrative support, creating financial plans, and ensuring accurate processing of transactions.
The salary for this position is negotiable based on experience and qualifications, with additional benefits including study support, hybrid working, and 25 days of holiday.
Candidates should possess a proactive mindset and a commitment to continuous learning, with a preference for knowledge of cash flow forecasting systems.

A chance to work for an exciting wealth management firm in Nottingham as a Paraplanner.

Client Details

A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in.

Description

As a Paraplanner, you will be supporting the Financial Planners with administration support to service clients needs around financial advice, and ensuring that this service is a top class standard. The main duties will be:

Help provide advice to client and create cash flow forecasts with various scenarios
Writing financial plans with summary advice, as well as suitability reports
Ensuring financial plans and ongoing reviews are carried out accurately and on time
Ensuring transactions are processed accurately and according to service expectations
Researching investment options and strategies to support the financial planners recommendations
Staying current with financial regulations, products and industry trends

Profile

For this role, we are looking for someone who has:

Experience working as a Paraplanner and ideally be diploma qualified
Sound technical knowledge around investments, pensions and life assurance products including benefits and taxation
Understanding of tax allowances, trusts and business structure as part of a financial plan
Ideally have knowledge of Voyant, or similar cash flow forecasting systems
Excellent attention to detail, well organised and able to solve problems
Proactive mindset and focus on continuous learning

Job Offer

As Paraplanner, you will get:

Salary is negotiable depending on experience/qualification
Study support for professional qualifications
Hybrid working - 2 days working from home a week
Pension contribution
Life insurance
Mobile phone
25 days holiday plus bank holidays (can buy more)
Retail discounts
Great, positive team with opportunities to grow

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