Financial Planning Professional

1 week ago


Nottingham, Nottingham, United Kingdom Bond Rec Full time
Job Description

We are seeking a highly skilled Financial Planning Professional to join our team at Bond Rec. As a Paraplanner, you will play a crucial role in delivering exceptional financial planning advice to our clients.

Key Responsibilities:

  • Provide high-quality paraplanning services to financial planners.
  • Develop and maintain strong technical knowledge of financial planning principles and regulations.
  • Work closely with financial planners to deliver holistic financial planning advice to clients.
  • Utilize cashflow forecasting tools, such as Voyant, to support financial planning recommendations.
  • Stay up-to-date with changes in financial planning regulations and best practices.

Requirements:

  • Minimum 3 years of experience in paraplanning.
  • Diploma status with good technical knowledge.
  • Ability to work holistically and see a client's 'big picture.'
  • Experience with cashflow forecasting tools, ideally Voyant.
  • Comfortable with financial planning issues related to higher levels of wealth.

What We Offer:

  • A supportive environment for continual learning.
  • The opportunity to deliver truly great financial planning advice to our clients.
  • A competitive salary dependent on experience.
  • Attractive benefits, including pension, life insurance, online GP service, and onsite parking.

We are a highly regarded firm of Chartered Financial Planners based on the outskirts of Nottingham. Our team is dedicated to delivering exceptional financial planning advice to our clients. If you are a motivated and experienced Paraplanner looking for a new challenge, we encourage you to apply for this exciting opportunity.



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