Job Description
Paraplanner | Nottingham | Full Time | Monday to Friday, 9am
Scroll down the page to see all associated job requirements, and any responsibilities successful candidates can expect.
- 5pm | £30,000-£40,000 per annum DOEAre you an experienced Paraplanner looking for a new opportunity within an established financial planning practice?Our client is an Independent Financial Services Group Practice, established in 2001 and based in the Midlands.
They specialise in all areas of financial planning for both corporate and individual clients across the UK.The RoleAs a Paraplanner, you will prepare suitability reports and review letters, carry out technical research, and work closely with Financial Advisers to support high-quality client outcomes.The workload can vary, but you will typically complete approximately 3-5 suitability reports per week, dependent on complexity and level of research involved.
This is alongside preparing review letters if workload allows.
The main areas of advice include pensions, investments, retirement planning, inheritance tax planning, trusts, VCTs, annuities and business relief.Key ResponsibilitiesPreparing suitability reports and review letters across a range of advice areas, including tax calculations, cashflow forecasting and switch analysisWorking closely with Financial Advisers to discuss client cases, identify missing information and suggest alternative strategies where appropriateCarrying out product, fund and provider research to support suitable client recommendationsSupporting with the submission of more complex new business cases, such as VCTsEnsuring all documentation is completed accurately, recorded on the back-office system, and meets company policies, compliance standards and legislative requirementsLiaising effectively with colleagues, product providers and third partiesSupporting the wider Support Team, including providing assistance or training where neededContinuing to build your technical knowledge and understanding of financial planning adviceRequirementsEssential2-5 years experience within the financial planning industry, including at least 2 years experience in paraplanningWorking towards, or already holding, a Level 4 Financial Planning qualificationA strong understanding of financial planning processes, compliance requirements and the importance of clear audit trailsExperience using FE Analytics Dynamic Planner, Intelliflo, 4Admin, CashCalc and SelectaPensionConfidence using Microsoft Office and relevant financial planning systemsThe ability to prioritise and manage your own workload, using your initiative with minimal supervisionClear, concise writing skills and excellent attention to detailStrong interpersonal skills and the ability to work well as part of a teamA flexible, organised approach and the ability to manage multiple prioritiesA proactive attitude towards learning, development and improving the client experienceWhats In It For YouCompetitive salary of £30,000
- £40,000 per annum, depending on experience and level of Paraplanning experience20 days holiday per year, increasing annually with length of serviceEmployer pension schemeStudy support availableWhats next? Its easy! xwwtmva Click APPLY now! We cant wait to hear from you!Your data will be handled in line with GDPR.
Paraplanner • Bilborough, Nottinghamshire, United Kingdom
PARAPLANNER full or part time considered.SALARY to c£42,000 dep on exp + benefits.The role involves working closely with a team of financial planning consultants, with support provided a team of ad... Show more
ROLE: Financial Planning & Analysis Manager.SALARY: c£50,000 dependent upon skills and experience plus excellent benefits.BENEFITS: Healthcare Cash Plan, 3x Salary Life Assurance, High St... Show more
The Agency is working with a well-established engineering business supplying high-quality components to a range of demanding industries.Due to continued growth, they are looking to recruit an exper... Show more
RecXchange is a global recruiter operating system designed for experienced recruiters and ambitious professionals who want to work independently, access real client roles, and earn from successful ... Show more
Right across infrastructure, theres a requirement to not only maintain, but also renew and reimagine.Whatever stage youre at in your career, with us youll have an opportunity to grow and develop.De... Show more
A leading UK construction company is seeking a Planner / Planning Engineer to join their Environment Business in Annesley.You will develop and manage multidisciplinary programmes of work, liaising ... Show more
A leading utilities contractor in Derbyshire is seeking a Planner for Water & Wastewater projects.The successful candidate will be responsible for developing and overseeing detailed project schedul... Show more
CNS Media are one of the fastest growing full-service regional media agencies in the UK.We have offices in South Yorkshire and West Midlands with aspirations to expand into further regions.Our Offl... Show more
HOURS: 08:30 - 17:00 Monday - Friday - Maternity FTC.SALARY: £30,000 - £33,000 dependent on skills and experience.BENEFITS: Healthcare Cash Plan, 3x Salary Life Assurance, High Street Discounts, St... Show more
NG Bailey is seeking a Planner to join their team in Sheffield, responsible for planning high-value projects adhering to contract conditions.You will implement best practices using Critical Path An... Show more
Yarra City in Victoria seeks a Finance Business Partner to partner with operational leaders across multiple sites, strengthening financial performance and providing clear insights for decision maki... Show more
NG Bailey MEH Alliance is seeking a Senior Planner to join their team in Sheffield or Leeds.This permanent role involves overseeing the planning of high-value projects, ensuring efficient programme... Show more
The Paraplanner will provide technical support and research, preparing reports and analyzing clients' financial situations within a financial advice business. Show more
West Yorkshire, Sector: Plastics.Founded in the late 90’s, this UK-based manufacturer is best known for its durable, transparent, and stackable storage boxes that come in a wide range of sizes and ... Show more
Automation Engineer Ashby de la Zouch (Home of Hula Hoops, Space Raiders, Nik Naks and more) On-site | Monday - Friday | Days (some flexibility required) Join our snack-loving team Were looking for... Show more
Glanua is seeking a Senior Planner in Sheffield to manage project planning and ensure compliance with NEC contract requirements.This role includes overseeing project progress, updating project prog... Show more
Leicestershire (Our Ref AL1390).Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period.Salary £35,000 - £38,000 dep on exp + ben... Show more
Sheffield Forgemasters is an iconic steel production and engineering company.A global leader in the designing, manufacturing and delivering of world-class steel forgings and castings.It is a great ... Show more
Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.Avantor is recruiting for a commercially astute Sr.Portfoli... Show more
At AECOM, we're delivering a better world.Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thr... Show more
