Job Details
Paraplanner/ Senior paraplanner : Nottingham-shire
Sector:Financial Services
Region : East Midlands
Location: NG1
Salary: £25,000 up to £35,000 depending on experience
Job Ref.: NV:NTTGMPP5
Job Information
An opportunity has arisen for a well-established medium sized Wealth Management firm looking to expand due to the nature of the business’ exposure.The position is based in Nottingham-shire and will involve working closely with Financial Advisors.
Person Specification
· Diploma qualified or close to attaining DipFA/DipPFS status
· Minimum of 3 years’ experience of being a para planner at a Chartered Wealth Management practice
· Experience in writing technical suitability reports and conducting high quality fund research
· Experience using either Adviser Office (Avelo) or XPLAN and with a strong knowledge of provider WRAP platforms
· Providing extensive administrative and technical support to the advisors
· Excellent communicator, organized, knowledgeable and technically minded.
This organisation pride themselves in developing staff and keeping their team happy, making this a very friendly environment to be in.
A comprehensive package is on offer with this role starting at £25,000 up to £35,000 depending on experience.
If you are interested and have relevant experience please apply within and one of our consultants will be in touch.