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Permanent

Paraplanner

Nottingham
money-bag 40000.00-40000.00 Annual
3085445018
Posted 1 week ago

Paraplanner - Nottingham - Hybrid WorkingSalary: £40,000-£47,000 (up to £50,000 for highly experienced candidates)A leading national wealth management firm is seeking an experienced Paraplanner to join their Nottingham office. This hybrid role offers the flexibility to work from home up to 2 days per week after an initial training period.You will play a central role within the Paraplanning team, supporting Financial Planners and Client Executives to deliver tailored financial solutions. Your work will ensure clients receive high-quality, compliant advice that aligns with their goals and aspirations.Key Responsibilities:Produce suitability reports, financial plans, and tax calculations to a high standard.Conduct detailed research, analysis, and cashflow modelling to support recommendations.Liaise with providers to obtain information on investments and financial products.Support client review meetings and ensure documentation is complete and compliant.Provide technical expertise to colleagues, carrying out peer reviews and sharing best practice.Maintain and develop professional knowledge to meet continuous development requirements.About You:Proven paraplanning experience with a Level 4 Diploma in Financial Planning or higher.Strong understanding of financial products, FCA rules, and regulatory standards.Highly skilled in Microsoft Office (especially Word and Excel) and familiar with financial provider platforms.Excellent written communication with meticulous attention to detail

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