Paraplanner

mbf.

Posted 16 hours ago, valid for 18 days

Nottingham, Nottinghamshire NG42QU, England

£25,000 - £30,000 per annum

Full Time

Retirement Plan

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Job Advert: Paraplanner

Location: NottinghamSalary: £35,000 - £50,000 (depending on experience and qualifications) + Bonus & Benefits

Are you an experienced Paraplanner looking to take the next step in your career with a leading international Wealth & Investment Management organisation?

Our client, a prestigious global financial institution, is seeking a detail-oriented and motivated Paraplanner to join their growing Financial Planning Division in Nottingham. This is a fantastic opportunity for individuals who are passionate about delivering exceptional financial planning support and working with a team of experts in a dynamic, collaborative environment.

Key Responsibilities:

Prepare and produce comprehensive financial planning reports for clients.
Support Financial Planners with research, analysis, and recommendations.
Ensure all client documentation and records are kept up to date and compliant with industry regulations.
Assist with client queries and provide technical support to the wider team.
Liaise with providers and third parties to gather information and obtain quotes.
Help with the ongoing development of financial plans and investment strategies.

Key Requirements:

Minimum Level 4 Diploma in Financial Planning or equivalent (candidates working towards Level 4 will also be considered). Those with advanced Diploma qualifications will have an advantage
Previous experience in a Paraplanning role, ideally within the wealth management or financial planning sector.
Strong technical knowledge of financial products and planning concepts.
Excellent communication and organisational skills with a keen eye for detail.
Ability to work well under pressure and meet deadlines.

Benefits Include:

Salary: £35,000 to £50,000 (dependent on experience and qualifications).
Bonus and performance-related incentives.
Pension Scheme: Up to 12% employer contribution.
Private Medical Insurance (PMI).
Death in Service (DIS).
Share Options.
Hybrid Working: Flexibility to work from home and in the office.
Generous holiday entitlement, plus other benefits.

If you are a qualified Paraplanner looking to enhance your career in a global financial services organisation, we would love to hear from you.