Pensions and Investments Professional

4 weeks ago


East Midlands, United Kingdom GCB Recruitment Full time

We are seeking a highly skilled Paraplanner to join our clients, a reputable Financial Planning firm based in Nottingham. This exciting opportunity offers a chance to grow your career and work with a dynamic team.

About the Role:
  • The Paraplanner will work closely with financial planners to provide expert advice to clients
  • They will be responsible for creating comprehensive financial plans, including suitability reports for regulated recommendations
  • Assessments and reports on defined benefit pensions will also be a key aspect of the role
  • The successful candidate will support the team in delivering exceptional customer service and meeting business targets

The ideal candidate will have a deep understanding of investment, pension, and life assurance products, including their benefits and taxation. They should also be able to communicate complex information in a clear and concise manner.

This is an excellent opportunity for a motivated individual to join a well-established firm and take their career to the next level.



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