Paraplanner

Position: Paraplanner
Location: Nottingham
Hours: Monday-Friday office hours
Salary: £35k

Are you an experienced Paraplanner looking for your next opportunity? 

Join a leading Financial Services firm based in Nottingham and advance your career as a Paraplanner. We are looking for a candidate with a strong background in Paraplanning within an IFA or Wealth Management firm, proficient in financial analytics software and processes.

Key Responsibilities: 

• Analyse clients' needs, create cash flow models, and record client data accurately.
• Research and select financial products to meet clients' goals.
• Develop financial planning solutions, including investment, retirement, tax, and estate planning, using computer models and reports.
• Prepare letters and reports, ensure client files and IT records are kept up to date
• Conduct client reviews, update cash flow models and investment performance, and produce necessary reports and documents.
• Act as first point of contact for client enquiries
• Work with colleagues to prepare application and provider forms, keeping clients informed.

Required Skills and Experience:

• Prior experience working within an IFA or Wealth Management firm is essential 
• Experience with investment products and major research systems.
• Familiarity with the pension transfer market.
• Current knowledge of relevant regulations and legislation.
• Highly organised and excellent communication skills 

Apply NOW to avoid disappointment!

Unfortunately, we are unable to contact all candidates due to the large volume of applications we receive. If you have not heard from a consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.