Wealth Management Expert

1 day ago


Nottingham, Nottingham, United Kingdom Harper Finance Full time
Nottingham-based Paraplanner Opportunity

We are excited to offer an exciting opportunity for an experienced Paraplanner to join our team at Harper Finance in Nottingham.

About the Job

As a Paraplanning Specialist, you will be responsible for analysing clients' financial situations, creating detailed cash flow models, and recommending investment products to meet their goals.

Responsibilities
  • Analyse clients' financial situations and create detailed cash flow models.
  • Research and recommend investment products to meet clients' goals.
  • Develop comprehensive financial planning solutions using computer models and reports.
Requirements and Qualifications

To succeed in this role, you should have a strong background in Paraplanning within an IFA or Wealth Management firm, proficiency in financial analytics software and processes, and excellent communication skills. You should also have experience with pension transfer market and familiarity with major research systems.

Benefits

The successful candidate will receive a salary of £35,000 per annum, access to ongoing training and professional development opportunities, and the chance to work with a talented team in a dynamic and supportive environment.



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