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Paraplanner

GCB Recruitment
Posted 23 days ago, valid for 6 days
Location

Nottingham, Nottinghamshire NG42QU, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An experienced Paraplanner is sought to join a well-established Financial Planning firm in Nottingham that emphasizes employee wellbeing and offers hybrid working options.
  • The role requires at least 3 years of paraplanning experience and offers a salary range of £30,000 to £40,000, depending on experience.
  • Key responsibilities include collaborating with financial planners to advise clients, creating cash flow forecasts, and preparing financial plans and suitability reports.
  • The successful candidate will also support team members' technical development and ensure accurate and timely delivery of financial plans and reviews.
  • Additional benefits include 26 days of holiday plus bank holidays, life insurance, an online GP service, and onsite parking paid for by the company.

Are you an experienced Paraplanner looking to join a company that strongly focuses on employee wellbeing and can offer hybrid working?

We've recently taken on a new position for a Paraplanner to join our clients, a well-established Financial Planning firm in Nottingham. For the right individual, they are offering great earning potential, career path, and hybrid working. 

Ideally, they are looking for someone who has at least 3 years of paraplanning experience.

Working hours:

  • Monday to Friday 
  • Hybrid working 

The successful Paraplanner will be offered:

  • £30,000 - £40,000 Basic (depending on experience)
  • 26 days holiday + bank holidays
  • Additional holidays with longer service
  • Life insurance,
  • Online GP service
  • Onsite parking - paid for by the company
  • Mobile phone.

To be considered for the Paraplanner role you must have the following:

  • Diploma status and at least 3 years of paraplanning experience
  • Strong technical knowledge about investment, pension, and life assurance products including their benefits and taxation.
  • Good understanding of tax allowances, trusts, and business structures as part of a financial plan.
  • Experience with using a cashflow forecasting system, ideally Voyant.
  • Great attention to detail, a positive approach, and a problem-solving mindset.

As a Paraplanner, your role will involve:

  • Working collaboratively with financial planners, you will help advise clients. You will create lifetime cash flow 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.
  • You will support other members of the team, being responsible for their technical development and ongoing learning.
  • Using your experience with defined benefit pensions, you will prepare the necessary assessments and advice for clients when required and support other members of the team in this area.
  • Ensuring financial plans and ongoing reviews for clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.
  • A place on our Investment & Research Committee so you can shape the advice given.
  • Maintaining and developing our templates, calculators, and input into process development.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.