Job Information

Our clients are a Chartered Financial Planning firm that focuses on goals-based holistic financial planning who have been recognised for several years running as being in the Top 100 of financial planning companies in the UK   They are looking for an experienced Senior Paraplanner to join the growing team.

They are looking for someone with specific experience and skills.

You should be able to tick these boxes:  

·         Paraplanning for at least five years.

·         Chartered status with strong technical knowledge.

·         Pension transfer qualifications (such as AF7) and experience in giving defined benefit pension transfer advice.

·         Actively using cashflow forecasting tools, ideally Voyant.

·         Comfortable with financial planning issues that come with higher levels of wealth, including all tax allowances (Lifetime Allowance, Pension Annual Allowances and MPAA, inheritance tax NRB and RNRB, business taxation reliefs, personal income tax allowances, capital gains annual exemptions and so on).

They offer

·         A supportive environment for continual learning. All technical qualification and training costs are met by the company.

·         The opportunity to deliver truly great financial planning advice, working closely with all of the financial planners.

·         The role is full time and based in the Nottingham office. The office is closed on Mondays and Fridays. You would be expected to work remotely on those days and in the office Tuesday - Thursday. Flexible working is encouraged.

·         Salary is dependent on experience. • Attractive benefits including pension, life insurance, online GP service, onsite parking, mobile phone. The company has a strong employee wellbeing focus

 

 

For further information and a comprehensive job description please apply on-line or contact Cameron James.