Reference ID





to c£34,000 per annum plus benefits

Contact Person

Angela Liscombe

Job description


Nottingham (our ref AL917)

Salary to c£34,000 + benefits


My client is a prestigious Investments and Wealth Management organisation in Nottingham and now has an exciting opportunity for an enthusiastic and motivated individual to work within their Paraplanning team.


The role will involve working closely with the teams 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.


The successful candidate will have previous experience working as a Paraplanner in a professional environment and will be either qualified to or working towards CII level 4. Detailed knowledge of both corporate and private clients is required. You will be a team player, meticulous in your method of working and have excellent attention to detail whilst enjoying researching and analysing information. Exceptional customer service, telephone and interpersonal skills are also required along with IT proficiency.


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