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Nottingham, Nottingham, United Kingdom Bond Rec Full timeParaplanner Opportunity at Bond RecWe are seeking an experienced Paraplanner to join our team at Bond Rec, a highly regarded firm of Chartered Financial Planners based in Nottingham. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.Key Responsibilities:Provide high-quality...
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Nottingham, Nottingham, United Kingdom Bond Rec Full timeParaplanner Opportunity at Bond RecWe are seeking an experienced Paraplanner to join our team at Bond Rec, a highly regarded firm of Chartered Financial Planners based in Nottingham. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.Key Responsibilities:Provide high-quality...
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Nottingham, Nottingham, United Kingdom Bond Rec Full timeParaplanner Opportunity at Bond RecWe are seeking an experienced Paraplanner to join our team at Bond Rec, a highly regarded firm of Chartered Financial Planners based in Nottingham. As a Paraplanner, you will play a crucial role in supporting our financial planners in delivering exceptional client service.Key Responsibilities:Provide high-quality...
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Nottingham, Nottingham, United Kingdom Bond Rec Full timeFinancial Planning Opportunity at Bond RecOur client, a reputable firm of Chartered Financial Planners, is seeking an experienced Paraplanner to join their team in Nottingham. As a key member of the team, you will be responsible for delivering high-quality financial planning advice to clients, working closely with financial planners to ensure exceptional...
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Financial Planning Specialist
1 month ago
Nottingham, Nottingham, United Kingdom Bond Rec Full timeFinancial Planning Opportunity at Bond RecOur client, a reputable firm of Chartered Financial Planners, is seeking an experienced Paraplanner to join their team in Nottingham. As a key member of the team, you will be responsible for delivering high-quality financial planning advice to clients, working closely with financial planners to ensure exceptional...
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Financial Planning Assistant
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Nottingham, Nottingham, United Kingdom Ferguson Dean Full timeAbout Ferguson DeanFerguson Dean is a leading regional practice in the East Midlands, renowned for its expertise in serving high net worth (HNW) clients. With a strong focus on delivering exceptional service, the firm has established a defined career path for its paraplanners, offering opportunities for growth and development.Job SummaryWe are seeking a...
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Financial Planning Specialist
3 weeks ago
Nottingham, Nottingham, United Kingdom Bond Rec Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at Bond Rec, a highly regarded firm of Chartered Financial Planners based in Nottingham. Due to continued growth, we are looking for a skilled professional to support our financial planners in delivering exceptional client service.Key ResponsibilitiesAssist financial planners in...
Experienced Paraplanner Wanted for Independent Financial Planning Firm
2 months ago
Capi Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Nottingham.
About the FirmThe firm prides themselves on their dynamic approach to financial advice which is tailored to their client's needs. Alongside their Chartered status, they have an excellent level of technical knowledge particularly around pensions, income protection and cashflow.
About the TeamYou will be working collaboratively with the firms financial planners and within the close-knit wealth management team who offer holistic advice to high-net-worth clients.
Key Responsibilities- Producing suitability reports
- Cash flow modelling
- Risk profiling and exposure
- Researching further products
- Hybrid working with flexible hours
- Competitive salary based on experience
- A positive team environment with a breadth of support and room to grow
- Paid for training and qualifications
- Healthy benefits package including a generous holiday with option to buy more holiday, online GP, work mobile phone, attractive pension contribution
- Diploma qualified Paraplanner
- 3 or more years' experience
- Good technical knowledge
- Strong attention to detail, organisation and a problem solving acumen
- Proficient in cash flow systems such as Voyant and Excel
