Financial Planning Associate

2 days ago


Nottingham, Nottingham, United Kingdom Bond Rec Full time

Job Description:

About Bond Rec:

Bond Rec is a highly regarded financial services firm that provides comprehensive wealth management solutions to its clients. As a result of continued growth, we are seeking an experienced Paraplanning Specialist to join our team.

Key Responsibilities:

  • Provide high-quality paraplanning support to our financial planners, ensuring timely and accurate completion of client files.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Utilize cashflow forecasting tools, such as Voyant, to analyze client financial situations and provide recommendations.
  • Stay up-to-date with relevant tax laws and regulations, including Lifetime Allowance, Pension Annual Allowances, and inheritance tax.
  • Collaborate with financial planners to deliver exceptional client service and achieve business objectives.

Requirements:

  • Minimum 3 years of experience in paraplanning or a related field.
  • Diploma status with strong technical knowledge and skills.
  • Ability to work holistically, considering clients' 'big picture' and life goals.
  • Proficiency in cashflow forecasting tools and financial planning software.
  • Strong communication and interpersonal skills.

What We Offer:

  • A supportive environment for professional growth and development.
  • Opportunities for continual learning and training.
  • A competitive salary and benefits package, including pension and life insurance.
  • A dynamic and collaborative work environment.

Working Arrangements:

The role is full-time, with flexible working arrangements to accommodate remote work on Mondays and Fridays. The office is closed on these days, and employees are expected to work from home or a designated remote location.



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