Our client is a highly regarded firm of Chartered Financial Planners based on the outskirts of Nottingham, due to continued growth of the business they are now looking to recruit an experienced Paraplanner to join their busy team. We are looking for someone with specific experience and skills. You should be able to tick these boxes: 路 Paraplanning for at least three years. 路 Diploma status with good technical knowledge. 路 Working holistically, able to see a client's 'big picture' and work out how they can best achieve their life goals. You may be used to financial planners who use Kinder Institute life planning principles or similar. 路 Actively using cashflow forecasting tools, ideally Voyant. 路 Comfortable with financial planning issues that come with higher levels of wealth, including all tax allowances (Lifetime Allowance, Pension Annual Allowances and MPAA, inheritance tax NRB and RNRB, business taxation reliefs, personal income tax allowances, capital gains annual exemptions and so on). You will receive: 路 A supportive environment for continual learning. All technical qualification and training costs are met by the company. 路 The opportunity to deliver truly great financial planning advice to our interesting clients, working closely with all our financial planners. The role is full time and based from their Nottingham office. The office is closed on Mondays and Fridays. You would be expected to work remotely on those days and in the office Tuesday - Thursday. Flexible working is encouraged. Salary is dependent on experience. Attractive benefits including pension, life insurance, online GP service, onsite parking, mobile phone. The company has a strong employee wellbeing focus.
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Bond Recruitment Ltd
Posted 2 days ago, valid for 6 days
Nottingham, Nottinghamshire NG2 7BP, England
Full Time
Life Insurance
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Sonic Summary
- Our client, a respected firm of Chartered Financial Planners near Nottingham, is seeking an experienced Paraplanner due to business growth.
- The ideal candidate should have at least three years of Paraplanning experience and possess a Diploma status with strong technical knowledge.
- Candidates should be able to take a holistic approach to financial planning and utilize cashflow forecasting tools, preferably Voyant.
- Comfort with financial planning issues related to higher wealth levels, including various tax allowances, is essential for this role.
- The salary is dependent on experience, and the position offers attractive benefits such as pension, life insurance, and a focus on employee wellbeing.
