Hybrid Paraplanner: Technical Financial Planning Expert

Progeny; Nottingham; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Nottingham is seeking a dedicated Financial Planning Technician to provide financial analysis and support to Financial Planners. In this role, you will engage with clients, conduct research, and prepare documentation to enhance client outcomes. The ideal candidate will have a Level 4 Diploma in Financial Planning, excellent writing skills, and a passion for delivering exceptional service. This hybrid role allows for flexibility while maintaining a focus on professional growth and development.

Benefits

30 days holiday plus public holidays

3 days of celebratory leave

Private medical insurance

Employee assistance programme

Group pension scheme

Life assurance scheme

Eyecare vouchers

Enhanced family leave

Referral scheme

Qualifications

• Sound understanding of financial advice and FCA principles.
• Ability to work autonomously and manage workload effectively.
• Skilled in compiling clear and accurate suitability reports.

Responsibilities

• Conduct in-depth research and analysis for client solutions.
• Prepare suitability letters and reports for client reviews.
• Liaise with external companies for investment information.
• Determine client objectives and risk attitudes.
• Manage client documentation throughout the advice process.
• Adhere to FCA regulations and compliance standards.
• Support team by sharing expertise and conducting peer reviews.
• Maintain product and technical knowledge through CPD.

Skills

Financial Services experience

Technical knowledge

Excellent writing skills

Communication and relationship building

Proficiency in Microsoft Office

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Office

Job description

A leading financial services firm in Nottingham is seeking a dedicated Financial Planning Technician to provide financial analysis and support to Financial Planners. In this role, you will engage with clients, conduct research, and prepare documentation to enhance client outcomes. The ideal candidate will have a Level 4 Diploma in Financial Planning, excellent writing skills, and a passion for delivering exceptional service. This hybrid role allows for flexibility while maintaining a focus on professional growth and development.