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Paraplanner
- Office in Nottingham
- Salary up to £43,000
- Hybrid working arrangements
A highly regarded Chartered Financial Planning firm is seeking an experienced Paraplanner to support financial planners in delivering exceptional client outcomes. This role is integral to providing goal-based holistic financial planning, helping clients achieve security, peace of mind, and financial clarity.
About the Role
As a Paraplanner, you will work collaboratively with financial planners to prepare detailed financial plans, lifetime cashflow forecasts, and suitability reports. You will play a key role in ensuring that financial plans are executed accurately and in a timely manner, supporting clients in achieving their long-term financial goals.
Key Responsibilities
- Collaborate with financial planners to research and prepare financial plans, incorporating holistic planning strategies.
- Create lifetime cashflow forecasts with multiple scenarios to assess the achievability of clients' financial goals.
- Produce high-quality suitability reports and supporting documentation for regulated financial advice.
- Ensure financial plans and ongoing reviews are delivered accurately and on time.
- Process transactions in accordance with service expectations and regulatory requirements.
About You
- Diploma status and at least three years of paraplanning experience.
- A strong understanding of investment, pension, and life assurance products, including their taxation and benefits.
- Experience in holistic financial planning, incorporating tax allowances, trusts, and business structures.
- Exceptional attention to detail, organisation, and a proactive approach to problem-solving.
- Strong technical capability, including proficiency in Excel and financial planning tools such as cashflow forecasting (ideally Voyant).
What's on Offer
- A supportive and collaborative working environment that encourages professional growth.
- A hybrid working model office-based in West Bridgford (Tuesday-Thursday), remote working on other days.
- A competitive salary dependent on experience, plus pension, life insurance, and generous holidays.
- Comprehensive training and mentoring, with all professional qualifications and development costs covered.
To be considered:Please either apply by clicking online or emailing me directly . For further information please call me on / . By applying for this role, you give express consent for us to process and submit (subject to required skills) your application to our client in conjunction with this vacancy only.
