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Senior Paraplanner

Nottingham, East Midlands 6 hours ago

Job Description

Location: Nottingham Salary: Up to 55,000 (depending on experience and qualifications) Job Type: Permanent, Full-time, Part Time We are working with a well established IFA based in Nottingham who are looking for a Senior Paraplanner to join the team. The role will involve providing full technical and research support to the advice team as well as helping to train and mentor junior members of the paraplanning team. There will also be the chance to get involved in some of the Compliance functions. Key Responsibilities Prepare detailed and compliant suitability reports across various financial planning areas, including pensions, investments, tax planning, and protection. Conduct technical research to support client recommendations. Liaise with clients, product providers, and advisers to gather relevant information. Maintain accurate client records and ensure compliance standards are met. Assist with developing financial strategies to meet clients’ needs and objectives. Support Junior members of the paraplanning team. What’s on Offer Competitive salary up to 55,000 (depending on experience). Inclusive and collaborative culture focused on long-term development. 25 days annua leave bank holidays About You Experience of working as a Paraplanner in the UK Strong understanding of financial products, pensions, investments, and taxation. If you are interested in the Senior Paraplanner role then apply today and if suitable one of our consultants will be in touch within 24 hours! Senior Paraplanner, Financial Planning, IFA , Wealth Management, Financial Services, Research Analyst

Senior Paraplanner

Nottingham, East Midlands 6 hours ago
Location: Nottingham Salary: Up to 55,000 (depending on experience and qualifications) Job Type: Permanent, Full-time, Part Time We are working with a well established IFA based in Nottingham who are looking for a Senior Paraplanner to join the team....

IFA Administrator/Trainee Paraplanner

London, United Kingdom 1 month ago
Job Role: IFA Administrator/Trainee Paraplanner - Pension& Investment Team Location: Altrincham Salary: 26,000.00 - 30,000.00 per year (subject to experience) Full-Time: Monday to Friday, 9:00 AM - 5:00 (Office Based Role). Reference Number: 9534...

Junior Financial Administrator - St Albans - up to£30k - Discretionary Bonus, 25 Days Holiday+...

St Albans, East of England 1 month ago
Excellent benefits package My client is seeking a Financial Administrator to work alongside Financial Advisers, Analysts, and the Client Support Team to deliver exceptional end-to-end service. This role is ideal for a highly professional individual...