Paraplanner

Distinct Recruitment

Posted a day ago, valid for 11 days

Nottingham, Nottinghamshire NG42QU, England

£25,000 - £30,000 per annum

Full Time

Life Insurance

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Sonic Summary

The role requires candidates to have at least 3 years of Paraplanning experience and a Diploma status.
Candidates must possess strong technical knowledge of investments, pensions, and life assurance products, including their benefits and taxation.
The position involves assisting Financial Planners, creating lifetime cashflow forecasts, and ensuring accurate delivery of financial plans and reviews.
The job offers a hybrid working model from day one, along with an excellent benefits package including 26 days of holiday, free on-site parking, and a company mobile phone.
Salary details are not specified in the job description.

Do you have Paraplanning experience and strong technical knowledge about investments, pensions and life assurance products including their benefits and taxation? If so, this is the role for you! You will be working in a small, well-established and friendly admin team, hybrid working from day one, with an excellent benefits package including - 26 days holiday, free on-site parking, pension, life assurance, online GP, and company mobile phone.OVERVIEW OF THE ROLE

Working alongside the Financial Planners, you will assist with advising clients.
Creating lifetime cashflow forecasts with multiple scenarios to test the extent they can achieve their goals.
Creating financial plans with summary advice accompanied by suitability reports for regulated recommendations.
Ensuring financial plans and ongoing reviews for clients are delivered accurately and on time.

ABOUT YOU

3+ years of Paraplanning experience
Diploma status
Tech savvy including Excel and cashflow forecasting systems
Great attention to detail, highly organised and a problem-solving approach
Professional with top-class communication skills

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