A chance to work for an exciting wealth management firm in Nottingham as a Paraplanner.
Client Details
A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in.
Description
As a Paraplanner, you will be supporting the Financial Planners with administration support to service clients needs around financial advice, and ensuring that this service is a top class standard. The main duties will be:
- Help provide advice to client and create cash flow forecasts with various scenarios
- Writing financial plans with summary advice, as well as suitability reports
- Ensuring financial plans and ongoing reviews are carried out accurately and on time
- Ensuring transactions are processed accurately and according to service expectations
- Researching investment options and strategies to support the financial planners recommendations
- Staying current with financial regulations, products and industry trends
Profile
For this role, we are looking for someone who has:
- Experience working as a Paraplanner and ideally be diploma qualified
- Sound technical knowledge around investments, pensions and life assurance products including benefits and taxation
- Understanding of tax allowances, trusts and business structure as part of a financial plan
- Ideally have knowledge of Voyant, or similar cash flow forecasting systems
- Excellent attention to detail, well organised and able to solve problems
- Proactive mindset and focus on continuous learning
Job Offer
As Paraplanner, you will get:
- Salary is negotiable depending on experience/qualification
- Study support for professional qualifications
- Hybrid working - 2 days working from home a week
- Pension contribution
- Life insurance
- Mobile phone
- 25 days holiday plus bank holidays (can buy more)
- Retail discounts
- Great, positive team with opportunities to grow