Paraplanner

Reference: AL1110
Category:

Paraplanner

Nottinghamshire (Our Ref AL1110)

Salary to c£36,000 + benefits inc parking (salary dep on exp)

Flexible home working options, 2 days at home / 3 days in the office

 

My client is a multi-award winning IFA and specialises in holistic, goals-lead, financial planning. Their paraplanners work very closely with the financial planners and their clients in forming, and delivering their life plans.

You could be researching the cost of a road trip to far flung destinations one day and creating a lifetime wealth forecast the next. Your planning reports will form the basis of their clients’ key decisions.

Ideally, you’ll tick most of these boxes:

  • Diploma qualified
  • At least 3 years’ experience
  • Experience of holistic, lifetime financial planning
  • Confident, assertive and excellent communicator

 

This is what we can offer you:

  • Interesting and stretching financial planning that makes a difference to people’s lives
  • Fast growing business with lots of room to get involved and influence the direction we take
  • Full support for development and qualifications
  • Flexible working supported and encouraged
  • Sunny offices with parking provided
  • Salary and benefits dependent on experience

 

And these are all the key points you will need to know about us:

  • Directly authorised
  • Independent
  • Corporate Chartered status
  • Independently owned
  • Currently have a team of 10 and looking to continue growing
  • Noted for innovative approach
  • Winner of David Norton Building Excellence Award 2018
  • New Model Adviser Top 100 for 3rd year running
  • Holistic financial planning specialists
  • All clients receive lifetime cash flow forecasting and a holistic plan
  • Passive investment approach

 

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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