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Paraplanner, Nottingham (CR-1641)

£28000 - £34000 plus benefits
This business has more than 3 decades of history and has grown into one of the largest professional services firms in the East Midlands. 
A progressive and forward-thinking organisation, employees are supported with professional development, with a structured pathway to grow within the business.
This is a business with an excellent reputation. On offer is a competitive salary and great benefits. Their dedicated Investment Management department is currently looking to recruit a Paraplanner to join the growing team based in Nottingham.
 
 
About the role
 
  • As part of a team of Paraplanners, you will work closely with the IFAs in delivering a first class and compliant service to the clients
  • Conducting research
  • Establishing client requirements, both private and corporate
  • Writing recommendation reports
  • Managing the review service
  • Support with all areas of the department, including administration, the preparation of paperwork, dealing with customer queries and client facing tasks
 
About You
 
  • Enthusiastic and motivated Paraplanner with a passion for the industry
  • Dedicated to the job with a desire to go the extra mile for clients
  • At least 2 years’ experience working within the Financial Planning sector, and an understanding of corporate and private clients
  • At or working towards the Level 4 Diploma in Financial Advice
  • Eye for detail with a meticulous method of working
  • Enjoy researching and analysing information
  • Exceptional customer service, telephone, and interpersonal skills 
  • A good understanding of financial services compliance and regulatory requirements is essential as is familiarity with using research tools such as FE Analytics, Voyant, Dynamic Planner and Assureweb to prepare suitability reports.
  • Competent IT skills, experience using Intelligent Office would be advantageous 
 
Benefits
 
  • 25 days holiday plus Bank Holidays and holiday purchase
  • Company Pension
  • Support with industry qualifications/personal development
  • Hybrid working
  • Well being programme
  • Travel scheme
  • Discounts on selected legal services
Location: 
Nottingham
Job Role: 
Employment type: 
Employed (Full Time)
Sector: 
Paraplanning
Reference Number: 
CR-1641