Senior Financial Planner

1 day ago


Nottingham, Nottingham, United Kingdom North Oak Recruitment Full time

About the Role

We are seeking a skilled Paraplanner to work closely with financial planners and clients in Nottinghamshire, delivering comprehensive financial plans and ensuring timely execution of transactions and reviews.

Key Responsibilities:

  • Collaborate with Financial Planners: Provide advice to clients and develop tailored financial plans using strong technical knowledge of investment, pension, and life assurance products, including taxation and benefits.
  • Prepare Suitability Reports: Ensure accuracy in plan implementation by preparing suitability reports for regulated recommendations.
  • Deliver Exceptional Client Service: Meet deadlines and exceed expectations through high-quality client service and maintaining strong relationships.
  • Stay Up-to-Date on Industry Developments: Stay current on tax allowances, trusts, and business structures to inform comprehensive financial planning.
  • Optimize Productivity: Demonstrate proficiency in technology and systems, including Excel, to optimize productivity and efficiency.

The Ideal Candidate

We are looking for a skilled Paraplanner with a strong background in financial planning, excellent communication skills, and a passion for delivering exceptional client experiences. The ideal candidate will have a competitive salary of £45,000 + benefits package, including a pension scheme, life insurance, online GP services, mobile phone, generous holiday allowance, and discounted shopping.

This is a full-time opportunity with hybrid working arrangements, including home working on Mondays and Fridays. You will be expected to work from our office Tuesday through Thursday. Our company offers a competitive salary based on experience, with a starting salary of approximately £45,000 + benefits in Nottinghamshire.



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