Paraplanner

Paraplanner | Nottingham | Full Time | Monday to Friday, 9am - 5pm | £30,000-£40,000 per annum DOEAre you an experienced Paraplanner looking for a new opportunity within an established financial planning practice?Our client is an Independent Financial Services Group Practice, established in 2001 and based in the Midlands. They specialise in all areas of financial planning for both corporate and individual clients across the UK.The RoleAs a Paraplanner, you will prepare suitability reports and review letters, carry out technical research, and work closely with Financial Advisers to support high-quality client outcomes.The workload can vary, but you will typically complete approximately 3-5 suitability reports per week, dependent on complexity and level of research involved. This is alongside preparing review letters if workload allows. The main areas of advice include pensions, investments, retirement planning, inheritance tax planning, trusts, VCTs, annuities and business relief.Key ResponsibilitiesPreparing suitability reports and review letters across a range of advice areas, including tax calculations, cashflow forecasting and switch analysisWorking closely with Financial Advisers to discuss client cases, identify missing information and suggest alternative strategies where appropriateCarrying out product, fund and provider research to support suitable client recommendationsSupporting with the submission of more complex new business cases, such as VCTsEnsuring all documentation is completed accurately, recorded on the back-office system, and meets company policies, compliance standards and legislative requirementsLiaising effectively with colleagues, product providers and third partiesSupporting the wider Support Team, including providing assistance or training where neededContinuing to build your technical knowledge and understanding of financial planning adviceRequirementsEssential2-5 years experience within the financial planning industry, including at least 2 years experience in paraplanningWorking towards, or already holding, a Level 4 Financial Planning qualificationA strong understanding of financial planning processes, compliance requirements and the importance of clear audit trailsExperience using FE Analytics Dynamic Planner, Intelliflo, 4Admin, CashCalc and SelectaPensionConfidence using Microsoft Office and relevant financial planning systemsThe ability to prioritise and manage your own workload, using your initiative with minimal supervisionClear, concise writing skills and excellent attention to detailStrong interpersonal skills and the ability to work well as part of a teamA flexible, organised approach and the ability to manage multiple prioritiesA proactive attitude towards learning, development and improving the client experienceWhats In It For YouCompetitive salary of £30,000 - £40,000 per annum, depending on experience and level of Paraplanning experience20 days holiday per year, increasing annually with length of serviceEmployer pension schemeStudy support availableWhats next? Its easy! Click APPLY now! We cant wait to hear from you!Your data will be handled in line with GDPR.TPBN1_UKTJ