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Permanent

Paraplanner

Nottingham
money-bag 35000.00-35000.00 Annual
3130706696
Posted 6 days ago

An established and forward-thinking independent financial advice business is looking to appoint an experienced Paraplanner who is keen to move into a more technical, research-led role within a genuinely supportive environment.This opportunity is ideal for a paraplanning professional who already has strong foundations but is now seeking greater exposure to complex cases, higher-quality technical work, and the time and support to do the job properly.Salary up to £50,000 + Bonus and hybrid wokring 3 days in the office and 2 from home Paraplanners stay with this business because technical expertise is respected, workloads are realistic, and there is genuine investment in development rather than a "production-line" approach to advice.The business is particularly keen to speak with individuals who have started or are progressing through the Level 4 Diploma in Financial Planning and who already have hands-on experience producing suitability reports.The RoleAnalyse complex client circumstances, objectives, and risk profilesConduct detailed research across pensions, investments, and protection solutionsProduce cashflow modelling and technical analysis to support advice strategiesPrepare high-quality, compliant suitability and recommendation reportsWork closely with advisers, constructively challenging recommendations where appropriateMaintain accurate and up-to-date client records on back-office systemsThe Ideal CandidateGCSEs (or equivalent) including English and MathsStudying ..... full job details .....

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