Paraplanner

Job Title:
Paraplanner

Industry: Financial Services

Location:
Nottingham

Salary:
Up to £45,000

Reference Number: 10362

Recruit UK is working on an exciting opportunity for an experienced Paraplanner to join a well-respected wealth management firm at their office in Nottingham.

As a Paraplanner, you will be responsible for providing technical support to Financial Planners and administrative staff, ensuring high-quality output and an excellent client experience.

Responsibilities:

• Research, analyse, and draft recommendation reports
• Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis
• Produce market research reports for use by Financial Consultants, ensuring all investments remain up to date and competitive
• Review clients' investment portfolios, including performance, asset allocation, and risk profiles

What's in it for you:

• Salary up to £45,000 (dependent on skills, qualifications, and experience)
• Pension contributions
• 30 days' annual leave
• Private medical insurance
• Hybrid working
• Strong benefits package
• Ongoing development and career progression opportunities

Skills and experience required:

• Minimum of 1.5 years' experience as a paraplanner within an independent financial advice firm
• Level 4 Diploma is desirable, but candidates studying towards it will also be considered