Financial Planning Consultant

1 day ago


Nottingham, Nottingham, United Kingdom Harper Finance Full time
About Harper Finance

Harper Finance is a leading Financial Services firm based in Nottingham, providing expert advice on personal finance and wealth management.

Job Description

We are looking for a skilled Paraplanner to join our team in Nottingham. As a key member of our team, you will be responsible for creating accurate client data records, developing financial planning solutions, and conducting client reviews.

Key Responsibilities
  • Create client data records accurately and efficiently.
  • Develop financial planning solutions using computer models and reports.
  • Conduct regular client reviews and update cash flow models as needed.
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 investment products and 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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