Paraplanner

Paraplanning

Reference ID

AL713

Category

Paraplanning

Salary

c£30,000 dependent on skills and experience

Contact Person

Angela Liscombe

Job description

A role has arisen for an experienced paraplanner based in the Nottingham Office of this well established IFA. You will be supporting the Advisers taking responsibility for the client file from data gathering, analysis, production and implementation of the Financial Plan. Main duties will include:

  • Identify and obtain the information necessary to compile lifetime cashflow forecasts
  • Identify suitable solutions to meet the clients needs
  • Prepare financial planning reports
  • Act as main point of contact and deal effectively with technical queries

You should be able to demonstrate an aptitude for problem solving using your technical knowledge to identify client solutions. Due to the complex nature of the client bank, strong technical knowledge in pensions and investment planning are valuable, as will be the ability to carry out tax calculations.

A high level of initiative, responsibility and autonomy required.

To be considered for this role you will possess experience in a financial services environment and have ideally, achieved the Diploma in Financial Planning. You will be proficient in all aspects of Microsoft Office and ideally be conversant with industry software.

If this role is of interest, please apply in confidence, with an up to date CV to Angela Liscombe at North Oak Recruitment

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