NOTTINGHAM
Paraplanner – Nottingham – £40,000 +
This is an exciting opportunity for an experienced Paraplanner to join a successful Financial Planning firm, based in Nottingham. Focusing on providing a high quality financial planning and investment management service to its valued clients, this firm has built a sound reputation within the industry and is ever growing in stature.
The Role:
This unique opportunity is a paraplanning role in which the chosen candidate will report directly to a Financial Planner with an expansive client bank assisting them throughout the entire client process, from the early client correspondence stage, through the suitability report writing and possibly some supervising the administrative staff to ensure a smooth client process. Other duties may include performing research, obtaining illustrations, using analytical software and client liaison. This will be a permanent contract position
Benefits:
• Salary – competitive salary dependant on experience of candidate
• Pension scheme 5% & 3%
• 25 days holiday + Bank Holidays + birthday if it falls on a weekday
• Death in Service benefit x 4
• Private Health Insurance available after 12 months
• Exams paid if you wish to pursue further qualifications
• Company funded events
What’s needed for me to be considered?
- Previous experience in a Paraplanning role
- You will ideally have attained the Level 4 Diploma in Financial Planning
- Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business
- Some experience with DB Schemes would be beneficial
What’s next?
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career