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.

To thrive in this role you'll need:

A problem-solving mindset: Strong technical knowledge and understanding of the complexities of investment, pension, and life assurance products, including their benefits and taxation.
Pioneering spirit: Holistic planning expertise, with an ability to see the 'big picture' and help clients achieve life goals by integrating tax allowances, trusts, and business structures into holistic financial plans.
Growth mindset: Experience across a wide range of financial planning areas, with a commitment to continual learning and improving your expertise.
Care and attention to detail: Exceptional attention to detail, a positive approach, and organisational skills that ensure clients' financial plans are executed seamlessly.

Technical Skills:

Ideally, you will have Diploma status and at least 3 years of paraplanning experience.
Strong capability with technology and systems, including Excel and experience using cashflow forecasting (ideally Voyant) and other financial planning tools.

Responsibilities

Working collaboratively with our financial planners, you will help give advice to our clients. You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which they can achieve their goals. You will then write a financial plan with our summary advice, accompanied by a suitability report for regulated recommendations.
Ensuring financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.

What's on offer

A supportive team culture that celebrates growth and encourages innovative, client-centric solutions.
Comprehensive training and mentoring, with all qualifications and development costs covered.
Flexibility with hybrid working and a focus on work-life balance. Our West Bridgford office is open Tuesday-Thursday, with remote working on other days.
An attractive benefits package, including a competitive salary, pension, life insurance, online GP access, generous holidays with buy-more options, and more.
This is a full-time and employed role. Salary depends on experience.

Senior Paraplanner