Paraplanner, Nottingham

We are delighted to work with one of the largest professional services firms in the East Midlands, with 3 decades of history and an enviable reputation.

This progressive and forward-thinking organisation supports their employees with professional development, creating a structured pathway to grow within the business.

• 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

• 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 
• Competent IT skills, experience using Intelligent Office would be advantageous 

• Competitive salary band of £30,000 - £34,000 depending on experience
• 25 days holiday
• Company Pension
• Support with industry qualifications/personal development