Senior Financial Planning Associate

6 days ago


Nottingham, Nottingham, United Kingdom mbf Full time
Job Description

We are seeking a detail-oriented and motivated Senior Financial Planning Associate to join our growing Financial Planning Division in Nottingham.

This is a fantastic opportunity for individuals who are passionate about delivering exceptional financial planning support and working with a team of experts in a dynamic, collaborative environment.

Key Responsibilities:

  • Prepare and produce comprehensive financial planning reports for clients.
  • Support Financial Planners with research, analysis, and recommendations.
  • Ensure all client documentation and records are kept up to date and compliant with industry regulations.
  • Assist with client queries and provide technical support to the wider team.
  • Liaise with providers and third parties to gather information and obtain quotes.
  • Help with the ongoing development of financial plans and investment strategies.

Key Requirements:

  • Minimum Level 4 Diploma in Financial Planning or equivalent (candidates working towards Level 4 will also be considered). Those with advanced Diploma qualifications will have an advantage.
  • Previous experience in a Paraplanning role, ideally within the wealth management or financial planning sector.
  • Strong technical knowledge of financial products and planning concepts.
  • Excellent communication and organisational skills with a keen eye for detail.
  • Ability to work well under pressure and meet deadlines.

Benefits Include:

  • Salary: £35,000 to £50,000 per annum (dependent on experience and qualifications).
  • Bonus and performance-related incentives.
  • Pension Scheme: Up to 12% employer contribution.
  • Private Medical Insurance (PMI).
  • Death in Service (DIS).
  • Share Options.
  • Hybrid Working: Flexibility to work from home and in the office.
  • Generous holiday entitlement, plus other benefits.

This is an excellent opportunity for those looking to take the next step in their career as a Senior Financial Planning Associate.



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