Paraplanner (Nottinghamshire)

Heat Recruitment; Nottingham; On-site; GBP 30,000 - 42,000; Full time

Job summary

A leading financial services firm is seeking Paraplanners to join their expanding team in Nottingham. This role involves supporting advisers with complex research and report writing. Ideal candidates will possess strong analytical skills and a background in financial planning. Competitive salary and professional development opportunities available.

Benefits

Generous holiday package

Ongoing professional development support

Agile working approach

Pension Scheme with employer contributions

5% Flex allowance for benefits

Private medical insurance

Qualifications

• Strong analytical skills with detailed understanding of financial products.
• GCSEs in English and Maths are required.
• Candidates should have or be working toward a Diploma in Financial Planning.

Responsibilities

• Support a team of Advisers with research and report writing.
• Prepare recommendation reports and maintain accurate client records.
• Liaise with financial advisers to discuss recommendations.

Skills

Analytical skills

Knowledge of financial planning products

Education

CII Level 4 Diploma

5 GCSEs including English and Maths

Job description

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Join to apply for the Paraplanner (Nottinghamshire) role at Heat Recruitment

About The Role

Our client is seeking dedicated and detail-oriented

Paraplanner

Location: Nottingham

Salary: £30,000 to £42,000

Type: Full-time

About The Role

Our client is seeking dedicated and detail-oriented Paraplanners to join their continuously expanding, highly successful team in the Nottinghamshire area. The primary responsibility is to support a team of Advisers by providing detailed and complex research and report writing. Ideal candidates will have strong analytical skills and experience with financial planning products such as pensions, investments, and protection. Candidates who have attained or are working towards their CII Level 4 Diploma are preferred.

Key Responsibilities

• Understand clients’ financial situations and objectives
• Provide research, analysis, and technical support
• Prepare recommendation reports
• Maintain accurate client records
• Analyse clients’ circumstances, objectives, and risk profiles
• Liaise with financial advisers to query/challenge proposed recommendations
  
  

Qualifications

• 5 GCSEs passes or equivalent including English and Maths
• Attainment of or studying towards Diploma in Financial Planning
• General knowledge across a wide range of financial planning areas
• Experience in an IFA/Wealth Management environment
  
  

Benefits

• Generous holiday package (including holiday trading)
• Ongoing professional development support
• Agile working approach
• Pension Scheme with employer contributions
• 5% Flex allowance for various employee benefits
• Private medical insurance, death in service cover, group income protection, critical illness cover, lease car service, and more
  
  

We are hiring for 8 paraplanner roles across the country. Apply now to join our client’s progressive team and make a significant impact in the financial planning industry.

Apply now or reach out for a confidential discussion.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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