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Paraplanner
Paraplanner
Paraplanner
Posted 9 days ago
- Gamston, Nottinghamshire
- Any
- External
Job Title: Paraplanner Location: Nottingham
Benefits:
Full-time role, Monday to Friday
Flexible working arrangements with a mix of office and remote work
Competitive salary based on experience, skills, and qualifications
Excellent staff benefits, including: Matching Pension Scheme
3x Death in Service coverage
26 days of annual leave, increasing with length of service
Free parking
Progression opportunities
Salary: £30,000 to £40,000, depending on qualifications and experience
About the Company:
Our client is seeking a Paraplanner to support Advisors within their growing firm, which offers advice across a broad range of financial services products. This role is ideal for a committed individual looking to grow with a dynamic practice. Our client is a financial services firm dedicated to helping clients achieve financial stability and growth. They offer personalised wealth management solutions tailored to individual goals, whether it's planning for retirement, managing investments, or safeguarding assets. With a focus on building long-term relationships. Key Responsibilities for the Paraplannerrole:
Writing Suitability Reports and fund switch letters in accordance with company procedures
Attending client meetings
Asset allocation and model portfolio setup and management
Ensuring all research and relevant information is documented for compliance
Monitoring and reporting on monthly investment statistics
Conducting due diligence on providers, products, and new technology
Qualifications and Experience Required for the Paraplanner:
Over 2 years of experience in an IFA environment
Strong technical knowledge of financial services products
Proven experience in writing Suitability Reports and fund switch letters
Apply today to be considered for this Paraplanner opportunity. If you are a suitable candidate, one of our specialist consultants will reach out to discuss the role in detail before submitting your CV to the client. During this conversation, we will explore your specific skills and motivations and, where applicable, suggest other relevant opportunities that align with your requirements.
Please note that due to the high volume of responses, we are unable to provide individual feedback. If you do not hear from us within 7 days, please assume that your application has not been successful for this role.
TPBN1_UKTJ
Benefits:
Full-time role, Monday to Friday
Flexible working arrangements with a mix of office and remote work
Competitive salary based on experience, skills, and qualifications
Excellent staff benefits, including: Matching Pension Scheme
3x Death in Service coverage
26 days of annual leave, increasing with length of service
Free parking
Progression opportunities
Salary: £30,000 to £40,000, depending on qualifications and experience
About the Company:
Our client is seeking a Paraplanner to support Advisors within their growing firm, which offers advice across a broad range of financial services products. This role is ideal for a committed individual looking to grow with a dynamic practice. Our client is a financial services firm dedicated to helping clients achieve financial stability and growth. They offer personalised wealth management solutions tailored to individual goals, whether it's planning for retirement, managing investments, or safeguarding assets. With a focus on building long-term relationships. Key Responsibilities for the Paraplannerrole:
Writing Suitability Reports and fund switch letters in accordance with company procedures
Attending client meetings
Asset allocation and model portfolio setup and management
Ensuring all research and relevant information is documented for compliance
Monitoring and reporting on monthly investment statistics
Conducting due diligence on providers, products, and new technology
Qualifications and Experience Required for the Paraplanner:
Over 2 years of experience in an IFA environment
Strong technical knowledge of financial services products
Proven experience in writing Suitability Reports and fund switch letters
Apply today to be considered for this Paraplanner opportunity. If you are a suitable candidate, one of our specialist consultants will reach out to discuss the role in detail before submitting your CV to the client. During this conversation, we will explore your specific skills and motivations and, where applicable, suggest other relevant opportunities that align with your requirements.
Please note that due to the high volume of responses, we are unable to provide individual feedback. If you do not hear from us within 7 days, please assume that your application has not been successful for this role.
TPBN1_UKTJ