Paraplanner

Heat Recruitment

Posted 9 hours ago, valid for a month

Nottingham, Nottinghamshire NG42QU, England

Full Time

Retirement Plan

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Sonic Summary

The job position is for a Paraplanner focusing on high net worth clients, located in Nottingham.
The salary for this role is up to £45,000, along with various benefits including a pension scheme and wellbeing support services.
Candidates should have a Level 4 diploma qualification and experience in producing technical suitability reports.
Strong analytical capabilities and excellent communication skills are essential for client-facing interactions.
The firm has experienced significant growth, doubling in size over the past two years, and offers career development opportunities.

Paraplanner (High net worth clients)Location: NottinghamSalary: up to £45,000 Benefits

City centre location with car parking provision
Generous salary/bonus and profit share scheme
Group scheme benefits - pension scheme, death in service & income protection plan
Career and personal development pathways
Wellbeing support services
Generous social budget and team away days
Agile and home working policies

A highly unique and successful Wealth Management firm based in the midlands. They provide clients with independent holistic financial planning advise to company owners, HNWs and mass affluent clients. They have a sole focus on high net-worth clients and have more than doubled in size over the last 2 years.

What’s needed to be considered?

In order to be considered for this unique paraplanner opportunity, candidates need to have -

Comfortable producing technical Suitability reports
level 4 diploma qualified (CII / CISI / LIBF)
High level of analytical capability and good communication skills (Client facing skills)

What next?

Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para-planner, Paraplanning, IFA, financial planning, wealth management, independent financial advice

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