Paraplanner
1 week ago
OverviewMy client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.We are urgently seeking an experienced Paraplanner to join an existing team of Paraplanners supporting the Financial Advisers of the business. Specifically you’ll be responsible for:ResponsibilitiesWork collaboratively with financial planners to help give advice to clients.Create lifetime cashflow forecasts with multiple scenarios to test the extent to which clients can achieve their goals.Write a financial plan with summary advice, accompanied by a suitability report for regulated recommendations.Ensure financial plans and ongoing reviews for clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.QualificationsLevel 4 Diploma qualified Paraplanner with around 3 years of experience in a Paraplanning role.Strong technical knowledge of Pensions, Investments and Life Assurance products, including their benefits and taxation.Good understanding of tax allowances, trusts and business structures as part of Financial Plans.Experience using Cashflow forecasting systems such as Voyant.Excellent attention to detail, a positive approach, strong organisation, and a problem-solving mindset.Salary and Working ArrangementsA great salary is offered for the role, coupled with Hybrid working options.Vacancy DetailsLocation: NottinghamClosing Date: Oct 30How to ApplyApply for this vacancy by uploading your CV to Lime. If you would like to apply, please use the form below.Vacancy ApplicationWe would love to hear from you Please fill out this form and we will get in touch with you shortly.Your Name*Your Email*Date of Birth*Where do you live*Application Statement*Please include why you would like to be considered for this ApprenticeshipCompany Registration:Lime People Search & Select Ltd 08062097The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L. #J-18808-Ljbffr
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Paraplanner
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Nottingham, United Kingdom Chase & Holland Full timeParaplanner – Nationwide Offices – £30,000 - £38,000 Chase & Holland are thrilled to be recruiting for a fantastic UK-wide organisation who are looking to recruit a Paraplanner. This is an organisation that is proud to deliver financial services to customers. We’re looking for an Paraplanner to join on a full-time permanent basis. You will primarily...
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Nottingham, United Kingdom mbf. Full timeParaplanner Location : Nottingham (Hybrid – 2 days office / 3 days home) Salary : Up to £45,000 + discretionary bonus + comprehensive benefits I’m working exclusively with a highly respected, fully independent and Chartered financial planning firm that has grown significantly in recent years and now manages approximately £2bn AUM. They offer a broad...
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Nottingham, United Kingdom Eden Rose Full timeParaplannerLocation: NottinghamSalary: up to £50,000BenefitsCity centre location with car parking provision Generous salary/bonus and profit share scheme Group scheme benefits – pension scheme, death in service & income protection plan Career and personal development pathways Wellbeing support services Generous social budget and team away days Agile and...
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Nottingham, United Kingdom Eden Rose Full timeParaplannerLocation: NottinghamSalary: up to £50,000BenefitsCity centre location with car parking provision Generous salary/bonus and profit share scheme Group scheme benefits – pension scheme, death in service & income protection plan Career and personal development pathways Wellbeing support services Generous social budget and team away days Agile and...
