Paraplanner

Reference: AL1075
Category:

Nottingham
to £35,000 pa + excellent benefits
Full Time

My client and their investment management team work with individuals to safeguard their financial future and their interests by helping them throughout their decision making processes.

An exciting opportunity has now arisen at their Nottingham office to work within their Paraplanning team; they are seeking an enthusiastic and motivated individual to join the team.

The role will involve working closely with their IFAs to deliver compliant financial advice to clients of the firm. This may involve conducting research, establishing client requirements, writing recommendation reports and managing the review service. In addition, the successful candidate will be willing to assist in all functions of the department, which may include administration, preparation of paperwork, customer queries and client facing tasks.

With at least 2 years experience of working within a financial services environment in a paraplanning role, you will also need to be either level 4 diploma qualified or working towards it.

A good understanding of financial services compliance and regulatory requirements is essential as is familiarity with using research tools such as FE Analytics, Dynamic Planner and Assureweb to prepare suitability reports

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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