Paraplanner

2 weeks ago


Nottingham, United Kingdom mbf. Full time

Paraplanner 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 range of services across Wealth Management, Employee Benefits, Corporate Wealth and Mortgages, and are known for their strong professional culture and commitment to staff development. They are now seeking an experienced Paraplanner to join their successful advice team and play a key role in supporting high-quality client outcomes. The Role As a Paraplanner, you will be a vital part of the financial planning process, working closely with a team of experienced Financial Planners. You’ll provide technical support, undertake detailed research, and produce high‑quality reports to ensure clients receive clear, accurate and compliant advice. Key Responsibilities Conduct detailed research and analysis to support financial planning recommendations. Prepare clear, comprehensive suitability reports and associated documentation. Work closely with Financial Planners, Compliance and other internal teams. Ensure all client files and records meet FCA and in… #J-18808-Ljbffr


  • Paraplanner

    2 weeks ago


    Nottingham, United Kingdom Chase & Holland Full time

    Paraplanner – 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...

  • Paraplanner

    6 days ago


    Nottingham, United Kingdom Search Consultancy Full time

    Paraplanner Nottingham up to £45,000 plus fantastic benefits and bonus, flexible home/office working, career development, exam support, free parking An established and well regarded IFA in Nottingham are looking for a Paraplanner to strengthen their technical support team. The award winning company are renowned for providing comprehensive financial planning...

  • Paraplanner

    3 weeks ago


    Nottingham, United Kingdom Eden Rose Full time

    Paraplanner Location: Nottingham Salary: up to £50,000 Benefits City 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...

  • Paraplanner

    1 week ago


    Nottingham, United Kingdom Lime Search & Select Ltd Full time

    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...

  • Paraplanner

    4 weeks ago


    Nottingham, United Kingdom mbf. Full time

    ParaplannerLocation: Nottingham (Hybrid – 2 days office / 3 days home)Salary: Up to £45,000 + discretionary bonus + comprehensive benefitsI’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 range...

  • Paraplanner

    1 week ago


    Nottingham, United Kingdom Brook Street Full time

    Brook Street are proud to be working with an established, industry leading Wealth Management Service who are looking to recruit an experienced Paraplanner to join their successful team. This is a great opportunity to join a company experiencing sustainedgrowth and further your career. Role: Paraplanner Location: Nottingham **Salary**: £24,000 - £35,000...


  • Nottingham, United Kingdom Service Service Employment Agency Limited Full time

    My client, an established, award winning and well regarded Wealth Management firm are looking for a Trainee Paraplnner and an experienced Paraplanner to join their team. The Firm specialise in holistic, goals-based financial planning, and paraplanners work very closely with financial planners and clients in forming, and delivering their plans. You could be...

  • Paraplanner

    3 weeks ago


    Nottingham, United Kingdom Eden Rose Full time

    ParaplannerLocation: 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...

  • Paraplanner

    3 weeks ago


    Nottingham, United Kingdom Eden Rose Full time

    ParaplannerLocation: 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...

  • Paraplanner

    3 weeks ago


    Nottingham, United Kingdom Eden Rose Full time

    ParaplannerLocation: 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...