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Permanent

Paraplanner

Nottingham
money-bag 40000.00-40000.00 Annual
3086189987
Posted 6 days ago

We are partnering with a well-established IFA firm based in Nottingham that is seeking an ambitious and experienced Paraplanner to join their growing team. This is a genuinely exciting opportunity for a motivated individual who is looking to take the next step in their career, with a clear pathway to progress into a Financial Planner role in the future. This is a key role within the business supporting the Managing Director directly. Key responsibilities:You will provide technical and research support across the full client journey, helping to shape high quality, tailored adviceProduce clear, compliant and technically accurate suitability reportsBuild detailed cashflow models and planning scenariosCarry out research to support client recommendationsPrepare client review packs, presentations and post meeting documentationWork closely with the Managing Director on complex client casesAttend client meetings where required and support follow up activityEnsure all files and documentation meet compliance standardsWhat they are looking for:Level 4 diploma qualified is essentialStrong technical knowledge across financial planningExcellent report writing and analytical skillsHigh attention to detail and strong organisational abilityConfident communicator who can simplify complex informationThey are also fully invested in your long term development, offering a clear pathway into a Financial Adviser role within the business. You will gain hands on exposure to the advice process, work cl

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