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Paraplanner, Nottingham (NT-1993)

£35000 - £45000 plus benefits
Salary: Up to £45,000
Office Based, but will consider hybrid/remote
We are delighted to be working with a multi-award winning holistic firm with a great reputation, who look to go the extra mile for high net worth clients and building a sense of community.  
General Overview
  • Varied role within an ever-growing busy team who cover a range of responsibilities. 
  • Key responsibilities involve providing support, information, recommendations and financial analysis to the Financial Planners.
  • Act as a point of contact for clients and deal effectively with their queries, as well as preparing client files for review meetings and occasionally, attending review meetings with advisers. 
  • Providing technical and research support to the Financial Planners in respect of our clients and providing drafts of investment updates and other client communications to the Financial Planners for consideration.
About You 
  • Must hold  CII level 4 Diploma
  • A minimum 5+ years experience in financial or professional services firm
  • You want to be part of an exciting, progressive and energetic firm
  • 28 days holiday + Bank Holidays
  • Pension scheme, death in service, income protection plan & private medical Insurance
  • Generous salary/bonus and profit share scheme
  • Career and personal development pathways with dedicated coaching and learning support
  • Car parking provision 
  • Wellbeing support services 
  • Generous social budget and team away days
Job Role: 
Employment type: 
Employed (Full Time)
Reference Number: