Paraplanner (Pensions Management)

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. 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 main areas of advice include pensions, investments, retirement planning, inheritance tax planning, trusts, VCTs, annuities and business relief. 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 Ensuring all documentation is completed accurately, recorded on the back-office system, and meets company policies, compliance standards and legislative requirements Supporting the wider Support Team, including providing assistance or training where needed Continuing to build your technical knowledge and understanding of financial planning advice 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 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 A flexible, organised approach and the ability to manage multiple priorities 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 Your data will be handled in line with GDPR.