Job Details

Paraplanner

Sector:Financial Services

Region : East Midlands

Location: Nottingham

Salary:

Job Ref.: SL:PPLNRNOTTS

Job Information

The Company

• An award winning multi-site IFA with a strong presence across the Midlands.
• Renowned for their focus on quality and ethics and utilising talent to work innovatively
• Growing rapidly and winning new business regularly, which is the reason for recruiting a paraplanner

The Role

• A paraplanner supporting 2 Independent Financial Advisers alongside an administrative team
• Involved in complex and bespoke suitability report writing across IHT, pensions, pension drawdown, investments, protection, etc.
• Responsible for utilising fact find provided by the administrator to conduct thorough market research and select solutions

The Successful Candidate

• A strong report writer, with knowledge of cash flow reports, tax led reports, pension reports, investment reports
• Experienced user of CRM systems such as Intelligent Office / Adviser Office and research tools such as Selectapension and Defacto
• Professional and credible as can be evidenced by study completed towards DipFA or DipPFS e.g. R01/CF1/FPC

The Opportunity

• Join a firm with an impressive infrastructure but a family feel that is committed to developing their teams all the way up to Chartered Financial Adviser
• An impressive basic salary of up to £35,000 plus an annual bonus of c.10%, childcare vouchers, flexible benefits, death in service and private healthcare
• The chance to join a leading firm during their growth stage and make your mark

If you are interested in joining a leader in high-quality bespoke Financial Advice and fit the above criteria you are strongly encouraged to apply. We will be in touch with successful candidates within 2 weeks.