Paraplanner

Location

NOTTINGHAM

Salary: £30,000 - £45,000

Type: Permanent

Workplace: Hybrid

Ref: 87939

Recruiter Managing This Role

Paraplanner

Location: Nottingham

Salary: up to £45,000

Benefits

• City centre location with car parking provision
• Generous salary/bonus and profit share scheme
• Group scheme benefits: pension scheme, death in service & income protection plan
• Career and personal development pathways
• Wellbeing support services
• Generous social budget and team away days
• Agile and home working policies

A highly unique and successful Wealth Management firm based in the Midlands. They provide clients with independent holistic financial planning advice to company owners, HNWs, and mass affluent clients. They have a sole focus on high net-worth clients and have more than doubled in size over the last 2 years.

What’s needed to be considered?

In order to be considered for this unique paraplanner opportunity, candidates need to have:

• Comfortable producing technical suitability reports
• Level 4 diploma qualified (CII / CISI / LIBF)
• High level of analytical capability and good communication skills (client-facing skills)