Financial Planning Consultant

1 week ago


Nottingham, Nottingham, United Kingdom mbf Full time

Role Overview

We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner to provide technical paraplanning support to a team of Senior Financial Planners.

This 100% home-based role offers a competitive salary, full support to attain further qualifications, and an excellent benefits package.

The organisation is well known for supporting training and development, providing full training where required and supporting candidates financially and through study leave to attain further exams.

Key Responsibilities

  • Provide technical paraplanning support to a team of Senior Financial Planners.
  • Work closely with the Planners and Financial Planning Administrators to deliver high-quality results.

Requirements

  • Minimum of Diploma in Financial Planning qualification.
  • Previous Paraplanning experience with a strong focus on report writing.

What We Offer

  • Competitive salary depending on experience.
  • Excellent opportunities for career development and progression within the organisation.
  • Full support to attain further qualifications and training.


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