Senior Paraplanner

WEALTHLINK RECRUITMENT LTD

Posted a day ago, valid for 13 days

Nottingham, Nottinghamshire NG42QU, England

Full Time

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Sonic Summary

A well-established IFA in Nottingham is seeking a Senior Paraplanner to join their team.
The role offers a salary of up to £55,000, depending on experience and qualifications.
Candidates should have experience working as a Paraplanner in the UK and possess a strong understanding of financial products, pensions, investments, and taxation.
Key responsibilities include preparing suitability reports, conducting technical research, and mentoring junior paraplanners.
The position is available as a permanent, full-time or part-time role and includes 25 days of annual leave plus bank holidays.

Location: Nottingham

Salary: Up to £55,000 (depending on experience and qualifications)

Job Type: Permanent, Full-time, Part Time

We are working with a well established IFA based in Nottingham who are looking for a Senior Paraplanner to join the team. The role will involve providing full technical and research support to the advice team as well as helping to train and mentor junior members of the paraplanning team. There will also be the chance to get involved in some of the Compliance functions.

Key Responsibilities

Prepare detailed and compliant suitability reports across various financial planning areas, including pensions, investments, tax planning, and protection.
Conduct technical research to support client recommendations.
Liaise with clients, product providers, and advisers to gather relevant information.
Maintain accurate client records and ensure compliance standards are met.
Assist with developing financial strategies to meet clients’ needs and objectives.
Support Junior members of the paraplanning team.

What’s on Offer

Competitive salary up to £55,000 (depending on experience).
Inclusive and collaborative culture focused on long-term development.
25 days annua leave + bank holidays

About You

Experience of working as a Paraplanner in the UK
Strong understanding of financial products, pensions, investments, and taxation.

If you are interested in the Senior Paraplanner role then apply today and if suitable one of our consultants will be in touch within 24 hours!

Senior Paraplanner, Financial Planning, IFA , Wealth Management, Financial Services, Research Analyst

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