Paraplanner

Paraplanner | Nottingham | Full Time | Monday to Friday, 9am - 5pm | £30,000-£40,000 per annum DOE

Are you an experienced Paraplanner looking for a new opportunity within an established financial planning practice?

Our client is an Independent Financial Services Group Practice, established in 2001 and based in the Midlands. They specialise in all areas of financial planning for both corporate and individual clients across the UK.

The Role

As a Paraplanner, you will play an important role in preparing robust suitability reports and review letters, carrying out technical research, and working closely with Financial Advisers to help deliver the best possible outcomes for clients.

You will also contribute to the continued improvement of processes and assist the wider team as your knowledge and experience develop.

You will support the wider adviser team, currently consisting of four Financial Advisers. The paraplanning team consists of a Paraplanner and Senior Paraplanner.

The workload can vary, but you will typically complete approximately 12 suitability reports per week, alongside preparing review letters. The main areas of advice include pensions, investments, retirement planning, inheritance tax planning, trusts, VCTs, annuities and business relief.

Key Responsibilities