Paraplanner

Paraplanner

Nottingham - Hybrid Role

To £45,000, plus excellent benefits

Our client is a progressive independent financial advice business, with offices across the UK. In complex markets that change frequently, they help Corporate and Personal clients make the right financial choices through the provision of independent financial advice which is uniquely tailored to their specific needs. Our client in all aspects of savings, investments, and retirement planning to individuals. Through successful partnerships with Building Societies, they deliver independent financial advice to their customers. For corporate clients we provide advice on engaging employees through the provision of group risk, protection, and other employee benefit solutions.

They now require a diploma qualified Paraplanner to join this growing organisation. The Paraplanner is highly respected in the firm and regarded to be a technical and motivated individual working closely with a team of financial advisers, to provide research and report writing. The Paraplanner will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service.

Responsibilities

Understanding our clients’ financial situation & objectives

• Providing research, analysis & technical support
• Preparing recommendation reports
• Maintaining client records
• Analyse clients’ circumstances, objectives & risk profile
• Identify missing client information pertinent to formulating recommendations
• Liaise with financial advisers to query / challenge proposed recommendations where necessary

Providing research, analysis & technical support

Preparing recommendation reports

Maintaining client records

Required Knowledge

General knowledge of the employee benefits / corporate pensions / business protection markets

Essential Qualifications

Attainment of the Level 4 Diploma in Financial Planning

Benefits / Remuneration package :

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