Financial Services Paraplanner

Overview

George Square Financial Management Ltd provides professional, independent financial planning solutions and mortgage advice for individuals and businesses. The company specializes in investments, pensions, retirement planning, and inheritance tax advice, alongside mortgages and life insurance. Based in Hockley, Nottingham, George Square Financial Management Ltd focuses on creating, building, and preserving wealth to help clients achieve their financial and lifestyle goals. The team is dedicated to providing tailored financial planning services to meet each client's unique needs.

This is a full-time, on-site role for a Financial Services Paraplanner located in the City of Nottingham. The Paraplanner will support financial advisors by conducting detailed financial planning analysis, preparing reports, and researching investment opportunities. Responsibilities also include assisting with the preparation of client recommendations and ensuring compliance with regulatory requirements.

Salary will be dependent on experience and qualifications.

• Financial Planning and Investments expertise
• Strong Analytical Skills and proficiency in Finance-related tasks
• Proficiency in Report Writing and documentation
• Attention to detail, organizational skills, and an ability to manage multiple tasks efficiently
• Relevant qualifications in financial planning or related fields (e.g., Diploma in Financial Planning or equivalent) are highly desirable
• Strong knowledge of regulatory requirements and industry standards