Job Description

Our client, a Nottingham-based wealth management service, offers clear and straightforward guidance on complex financial products. They are seeking 2 experienced paraplanners to support the Adviser Team in the submission of new business and replacement business

Salary and Benefits:

• Competitive salary, negotiable based on experience
• 25 days holiday plus bank holidays and your birthday off
• Private health insurance available after the first year
• Enhanced pension scheme
• Death in service benefit
• Financial support for further qualifications

Location:

• NG2 Nottingham with potential work from home options

Your Role:

• Fully analyse clients' requirements, develop cash flow models and accurately record client data

• Research and analyse financial products to meet Client requirements and objectives
• Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
• Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
• Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Work with other Practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process

Ideal Candidate:

• Previous paraplanning experience within an IFA or Wealth Management environment
• Familiar with all major research systems (e.g. Analytics, Voyant etc.)
• Experience of the Pension Transfer market. Whilst a knowledge of Final Salary Pension Transfer market would be desirable, it is not essential.
• Experience of the administration of IHT and/or Investment products
• Demonstrates up to date knowledge of relevant regulation and legislation

We welcome applications from all individuals with the relevant experience and skills. Apply now to find out more about this opportunity!