Paraplanner (Pensions Management) (Permanent)

2 weeks ago


United Kingdom Express Recruitment Full time

This is a fantastic opportunity for an experienced Wealth Management Paraplanner to develop their skills further with a leading Financial Services firm based in Nottingham.
The successful candidate will hold a background in Paraplanning within an IFA or Wealth management firm and be comfortable with financial analytics software and processes. In return there is a salary of c£35,000 on offer (flexible) with 25 days Holidays + stats and private health insurance.

Work proactively with clients to understand needs, analyse requirements and further work with them to develop feedback and accurately record data
Develop financial planning solutions on behalf of clients supported by senior advisors
Work with advisors to arrange client reviews, investment performance reviews, cash flow models, etc.
Previous experience within an IFA or Wealth Management firm required
Experience working with investment products and major research systems
Working knowledge of pension transfer market
Clear communication skills over phone and email with 3rd part clients

We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations. Hours: Monday-Friday, 9am - 5pm

Job Type: Permanent, Full Time



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