Job Details

Paraplanner

Sector:Financial Services

Region : East Midlands

Location: Nottingham

Salary: £38,000-£42,000 +Bonus +Benefits

Job Ref.: RK0792FS

Job Information

An Independent Financial Advisers in Nottingham have a vacancy for a Paraplanner and are offering a basic salary of between £38,000 and £42,000.

They are looking for a Paraplanner who can provide support, recommendations and Financial Analysis to their Independent Financial Advisers to ensure that to each client is provided with an excellent outcome and service.

The benefits

• Generous salary of between £38,000 and £42,000
• City Centre location with a car parking provision
• Bonus and profit share scheme
• Group scheme benefits - Pension scheme, death in service and an income protection plan
• Career and personal development pathways
• Dedicated coaching and learning support
• Wellbeing support services
• Generous social budget and team away days
• Flexible working

The role

• Identify and discuss recommendations with the Adviser
• Research products to support recommendations
• Prepare suitability reports
• Complete applications in conjunction with the Administration Team
• If appropriate, attend client meetings with the Adviser
• Review client investment portfolios, asset allocations, risk profile etc.
• Ensure that all Client requirements are followed through to the appropriate conclusion


If you would like to know more, please search ‘Cameron James Professional Recruitment` and call and ask for Richard.

Or apply now.