Wealth Management Coordinator

24 hours ago


Nottingham, Nottingham, United Kingdom Bruin Full time
About the Role

We are currently recruiting for a Paraplanner to join our Nottingham-based team. In this exciting role, you will be responsible for supporting our Financial Advisers/Planners in delivering exceptional client service and producing high-quality financial plans.

Key responsibilities include:

  • Working closely with senior team members to analyze client needs and develop tailored solutions.
  • Preparing comprehensive financial plans and analytical information to support our advisers' recommendations.
  • Collaborating with colleagues to ensure efficient task completion and high-quality output.

This is an ideal opportunity for someone looking to develop their career in financial planning. To be considered, you should have relevant experience and hold a Level 4 Diploma in Financial Planning. The successful candidate can expect a competitive salary of £32,000 - £42,000 per annum, commensurate with experience.

Salary Range: £32,000 - £42,000 per annum (dependent on experience)



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