Paraplanner

An opportunity has become available for 2 part qualified/Diploma qualified Paraplanners in Nottingham to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible working with start and finish times!
They are looking for an individual that has started their level 4 diploma or has already obtained this, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Your role will include but will not be limited to:

• To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
• Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance
• Provide research and analysis of investment funds and financial products, whilst considering the client objectives
• Conduct fund research
• Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
• Preparation of fund switch and encashment letters according to advice provided
• Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
• Liaise with Product Providers / Third Parties regarding any technical queries

The ideal candidate will:

• Level 4 diploma qualified
• Good understanding of the Financial Planning process
• Strong interpersonal skills, both written and verbal communication
• Customer service skills - providing an excellent service to the adviser and client
• Excellent planning and organisational skills
• Ability to work effectively to deadlines
• Accuracy and attention to detail to balance demands of role

This is a unique opportunity for a Paraplanner in Nottingham to join a firm where they offer hybrid working such as working from home 3 days a week and providing you with an office set up!
Benefits include:
Holiday - 25 days + Bank holiday and extra for each years service up to 28
x4 DIS
Group Pension
PMI
Cash Plan
Income Protection

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