Paraplanner

Job Advert: Paraplanner

Location: Nottingham
Salary: £35,000 - £50,000 (depending on experience and qualifications) + Bonus & Benefits

Are you an experienced Paraplanner looking to take the next step in your career with a leading international Wealth & Investment Management organisation?

Our client, a prestigious global financial institution, is seeking a detail-oriented and motivated Paraplanner to join their growing Financial Planning Division in Nottingham. This is a fantastic opportunity for individuals who are passionate about delivering exceptional financial planning support and working with a team of experts in a dynamic, collaborative environment.

• Prepare and produce comprehensive financial planning reports for clients.
• Support Financial Planners with research, analysis, and recommendations.
• Ensure all client documentation and records are kept up to date and compliant with industry regulations.
• Assist with client queries and provide technical support to the wider team.
• Liaise with providers and third parties to gather information and obtain quotes.
• Help with the ongoing development of financial plans and investment strategies.

• Minimum Level 4 Diploma in Financial Planning or equivalent (candidates working towards Level 4 will also be considered). Those with advanced Diploma qualifications will have an advantage
• Previous experience in a Paraplanning role, ideally within the wealth management or financial planning sector.
• Strong technical knowledge of financial products and planning concepts.
• Excellent communication and organisational skills with a keen eye for detail.
• Ability to work well under pressure and meet deadlines.

• Salary: £35,000 to £50,000 (dependent on experience and qualifications).
• Bonus and performance-related incentives.
• Pension Scheme: Up to 12% employer contribution.
• Private Medical Insurance (PMI).
• Death in Service (DIS).
• Share Options.
• Hybrid Working: Flexibility to work from home and in the office.
• Generous holiday entitlement, plus other benefits.

If you are a qualified Paraplanner looking to enhance your career in a global financial services organisation, we would love to hear from you.