Financial Planner

19 hours ago


Nottingham, Nottingham, United Kingdom CV-Library Full time

Are you an experienced Paraplanner looking for a challenging role in a well-established Financial Planning firm in Nottingham?

We offer a great earning potential, career path, and hybrid working.

The successful candidate will be offered:

  • £30,000 - £40,000 basic salary (depending on experience)
  • 26 days holiday + bank holidays
  • Additional holidays with longer service
  • Life insurance
  • Online GP service
  • Onsite parking - paid for by the company
  • Mobile phone

To be considered for this role, you must have the following qualifications and experience:

  • Diploma status and at least 3 years of paraplanning experience
  • Strong technical knowledge about investment, pension, and life assurance products including their benefits and taxation
  • Good understanding of tax allowances, trusts, and business structures as part of a financial plan
  • Experience with using a cashflow forecasting system, ideally Voyant
  • Great attention to detail, a positive approach, and a problem-solving mindset

Your role will involve:

  • Working collaboratively with financial planners to advise clients and write financial plans
  • Preparing assessments and advice for clients on defined benefit pensions and supporting other team members
  • Delivering financial plans and ongoing reviews accurately and on time, with subsequent transactions processed according to service expectations
  • A place on our Investment & Research Committee to shape the advice given


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