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Experienced Paraplanner Wanted

2 months ago

Nottingham, Nottingham, United Kingdom Bond Rec Full time
Job Description

**About Bond Rec**

Bond Rec is a highly regarded firm of Chartered Financial Planners based in the East Midlands region. Due to continued growth of the business, they are now looking to recruit an experienced Paraplanner to join their busy team.

**Key Responsibilities**

We are looking for someone with specific experience and skills. You should be able to tick these boxes:

• **Paraplanning Experience**: At least three years of experience in paraplanning.

• **Technical Knowledge**: Diploma status with good technical knowledge of financial planning principles.

• **Holistic Approach**: Working holistically, able to see a client's 'big picture' and work out how they can best achieve their life goals.

• **Cashflow Forecasting**: Actively using cashflow forecasting tools, ideally Voyant.

• **Financial Planning Issues**: Comfortable with financial planning issues that come with higher levels of wealth, including all tax allowances.

**What We Offer**

You will receive:

• **Supportive Environment**: A supportive environment for continual learning. All technical qualification and training costs are met by the company.

• **Opportunity to Deliver Great Advice**: The opportunity to deliver truly great financial planning advice to our interesting clients, working closely with all our financial planners.

**Working Arrangements**

The role is full time and based from our office. We encourage flexible working and offer a range of benefits, including pension, life insurance, online GP service, onsite parking, and mobile phone.