Financial Planning Professional

4 days ago


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

We are a leading provider of financial services based in Nottingham.

Our goal is to deliver high-quality financial solutions to our clients.

Job Overview

We are seeking an experienced Paraplanner to join our team. The successful candidate will have a strong background in paraplanning, proficiency in financial analytics software, and excellent communication skills.

Responsibilities:
  1. Analyse clients' financial situations, create cash flow models, and record client data accurately.
  2. Research and recommend financial products to meet clients' goals and objectives.
  3. Develop comprehensive financial plans using computer models and reports.
  4. Conduct regular client reviews, update cash flow models, and produce relevant reports and documents.
Skills and Qualifications
  • Experience with financial analysis and modeling tools.
  • Familiarity with the pension transfer process.
  • Strong problem-solving skills and attention to detail.
Benefits and Compensation

The estimated annual salary for this position is £35,000. We offer a range of benefits, including career advancement opportunities and ongoing training and development.



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