Paraplanner

Paraplanner – Nottingham

I am pleased to offer an excellent opportunity for a Paraplanner to join my client's Nottingham office on a permanent basis. This position is ideal for someone who is motivated, detail-driven, and eager to make a meaningful impact within a collaborative and supportive environment.

As a key member of a high-performing wealth team, you will provide essential technical and analytical support to Wealth Managers, enabling the delivery of high-quality financial strategies for clients.

This role is primarily office-based, with the option to work remotely up to one day per week depending on business requirements.

What will you do?

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• Provide comprehensive support to Wealth Managers and Financial Planners.
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• Produce tailored financial plans that translate client aspirations into clear, actionable strategies.
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• Manage the processing of new and existing business to ensure accuracy and efficiency.
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• Support administrative workflows and monitor progress to maintain high standards and meet deadlines.
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• Build knowledge of core financial planning solutions through exposure to a wide range of client scenarios.
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• Analyse client needs and objectives to help advisors present suitable recommendations.
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• Prepare robust financial plans and analytical reports under the guidance of senior colleagues.
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• Support colleagues with client interactions while developing your understanding of advice processes.
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What do you need to succeed?

Must-have

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• Level 4 Financial Planning Diploma (or equivalent) and proven experience as a Paraplanner, including exposure to complex advice areas such as estate planning, trusts, pensions, and offshore products.
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• Strong technical ability, including confidence with financial planning tools and interpreting investments, tax strategies, and pensions.
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• A collaborative mindset with the ability to thrive in a dynamic, progressive environment.
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Benefits Package - Up to £50k

We offer a comprehensive package of core and flexible benefits designed to support wellbeing, financial security, and work–life balance, including:

Core Benefits

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• 27 days’ holiday plus bank holidays, with the option to buy up to 5 extra days per year after 1 year’s service.
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• Group Income Protection covering 70% of salary in the event of long-term illness or injury.
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• Health Assessments after 6 months’ service, plus fertility, pregnancy, parenthood, and menopause support via Peppy.
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• Employee Assistance Programme (EAP) providing emotional, practical and legal support for you and your immediate family.
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• Access to a discounted shopping scheme featuring offers from over 3,000 retailers.
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• Emergency dependant care, including up to 10 funded sessions per year.
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• Eye care allowance, annual flu vaccination, and Group Life Insurance offering 8× base salary cover.
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• Group Personal Pension Plan (GPPP):\n
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  • 8% employer core contribution
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  • Up to 4% matched contributions
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  • Salary sacrifice benefits included
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Optional Flexible Benefits

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• Private medical insurance
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• Dental cover
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• Critical illness cover
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• Personal accident insurance
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• Gym discounts
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• Cycle to Work scheme
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• Savings Plan
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• Share Incentive Plan
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• Season Ticket Loan
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• Green Car Scheme (electric/hybrid vehicle leasing)
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If you feel your skills set aligns with the above, please do not hesitate to apply below.