Paraplanner
Talent Finder
Bilborough, Nottinghamshire
Salary
£40,000
Job type
full time
Location
Bilborough, Nottinghamshire, Nottingham; Nottinghamshire; East Midlands; England
Paraplanner | Nottingham | Full Time | Monday to Friday, 9am - 5pm | £30,000-£40,000 per annum DOE Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
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 prepare suitability reports and review letters, carry out technical research, and work closely with Financial Advisers to support high-quality client outcomes.
The workload can vary, but you will typically complete approximately 3-5 suitability reports per week, dependent on complexity and level of research involved. This is alongside preparing review letters if workload allows. The main areas of advice include pensions, investments, retirement planning, inheritance tax planning, trusts, VCTs, annuities and business relief.
Key Responsibilities
Preparing suitability reports and review letters across a range of advice areas, including tax calculations, cashflow forecasting and switch analysis
Working closely with Financial Advisers to discuss client cases, identify missing information and suggest alternative strategies where appropriate
Carrying out product, fund and provider research to support suitable client recommendations
Supporting with the submission of more complex new business cases, such as VCTs
Ensuring all documentation is completed accurately, recorded on the back-office system, and meets company policies, compliance standards and legislative requirements
Liaising effectively with colleagues, product providers and third parties
Supporting the wider Support Team, including providing assistance or training where needed
Continuing to build your technical knowledge and understanding of financial planning advice
Requirements
Essential
2-5 years experience within the financial planning industry, including at least 2 years experience in paraplanning
Working towards, or already holding, a Level 4 Financial Planning qualification
A strong understanding of financial planning processes, compliance requirements and the importance of clear audit trails
Experience using FE Analytics Dynamic Planner, Intelliflo, 4Admin, CashCalc and SelectaPension
Confidence using Microsoft Office and relevant financial planning systems
The ability to prioritise and manage your own workload, using your initiative with minimal supervision
Clear, concise writing skills and excellent attention to detail
Strong interpersonal skills and the ability to work well as part of a team
A flexible, organised approach and the ability to manage multiple priorities
A proactive attitude towards learning, development and improving the client experience
Whats In It For You
Competitive salary of £30,000 - £40,000 per annum, depending on experience and level of Paraplanning experience
20 days holiday per year, increasing annually with length of service
Employer pension scheme
Study support available
Whats next? Its easy! xkybehq Click APPLY now! We cant wait to hear from you!
Your data will be handled in line with GDPR.
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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 prepare suitability reports and review letters, carry out technical research, and work closely with Financial Advisers to support high-quality client outcomes.
The workload can vary, but you will typically complete approximately 3-5 suitability reports per week, dependent on complexity and level of research involved. This is alongside preparing review letters if workload allows. The main areas of advice include pensions, investments, retirement planning, inheritance tax planning, trusts, VCTs, annuities and business relief.
Key Responsibilities
Preparing suitability reports and review letters across a range of advice areas, including tax calculations, cashflow forecasting and switch analysis
Working closely with Financial Advisers to discuss client cases, identify missing information and suggest alternative strategies where appropriate
Carrying out product, fund and provider research to support suitable client recommendations
Supporting with the submission of more complex new business cases, such as VCTs
Ensuring all documentation is completed accurately, recorded on the back-office system, and meets company policies, compliance standards and legislative requirements
Liaising effectively with colleagues, product providers and third parties
Supporting the wider Support Team, including providing assistance or training where needed
Continuing to build your technical knowledge and understanding of financial planning advice
Requirements
Essential
2-5 years experience within the financial planning industry, including at least 2 years experience in paraplanning
Working towards, or already holding, a Level 4 Financial Planning qualification
A strong understanding of financial planning processes, compliance requirements and the importance of clear audit trails
Experience using FE Analytics Dynamic Planner, Intelliflo, 4Admin, CashCalc and SelectaPension
Confidence using Microsoft Office and relevant financial planning systems
The ability to prioritise and manage your own workload, using your initiative with minimal supervision
Clear, concise writing skills and excellent attention to detail
Strong interpersonal skills and the ability to work well as part of a team
A flexible, organised approach and the ability to manage multiple priorities
A proactive attitude towards learning, development and improving the client experience
Whats In It For You
Competitive salary of £30,000 - £40,000 per annum, depending on experience and level of Paraplanning experience
20 days holiday per year, increasing annually with length of service
Employer pension scheme
Study support available
Whats next? Its easy! xkybehq Click APPLY now! We cant wait to hear from you!
Your data will be handled in line with GDPR.