Paraplanner

Paraplanner – Nottingham I am pleased to offer an excellent opportunity for a Paraplanner to join my client's Nottingham office on a permanent basis. This position is ideal for someone who is motivated, detail-driven, and eager to make a meaningful impact within a collaborative and supportive environment. As a key member of a high-performing wealth team, you will provide essential technical and analytical support to Wealth Managers, enabling the delivery of high-quality financial strategies for clients. This role is primarily office-based, with the option to work remotely up to one day per week depending on business requirements. What will you do? • Provide comprehensive support to Wealth Managers and Financial Planners. • Produce tailored financial plans that translate client aspirations into clear, actionable strategies. • Manage the processing of new and existing business to ensure accuracy and efficiency. • Support administrative workflows and monitor progress to maintain high standards and meet deadlines. • Build knowledge of core financial planning solutions through exposure to a wide range of client scenarios. • Analyse client needs and objectives to help advisors present suitable recommendations. • Prepare robust financial plans and analytical reports under the guidance of senior colleagues. • Support colleagues with client interactions while developing your understanding of advice processes. What do you need to succeed? Must-have • Level 4 Financial Planning Diploma (or equivalent) and proven experience as a Paraplanner, including exposure to complex advice areas such as estate planning, trusts, pensions, and offshore products. • Strong technical ability, including confidence with financial planning tools and interpreting investments, tax strategies, and pensions. • A collaborative mindset with the ability to thrive in a dynamic, progressive environment. Benefits Package - Up to £50k We offer a comprehensive package of core and flexible benefits designed to support wellbeing, financial security, and work–life balance, including: Core Benefits • 27 days’ holiday plus bank holidays, with the option to buy up to 5 extra days per year after 1 year’s service. • Group Income Protection covering 70% of salary in the event of long-term illness or injury. • Health Assessments after 6 months’ service, plus fertility, pregnancy, parenthood, and menopause support via Peppy. • Employee Assistance Programme (EAP) providing emotional, practical and legal support for you and your immediate family. • Access to a discounted shopping scheme featuring offers from over 3,000 retailers. • Emergency dependant care, including up to 10 funded sessions per year. • Eye care allowance, annual flu vaccination, and Group Life Insurance offering 8× base salary cover. • Group Personal Pension Plan (GPPP): • 8% employer core contribution • Up to 4% matched contributions • Salary sacrifice benefits included Optional Flexible Benefits • Private medical insurance • Dental cover • Critical illness cover • Personal accident insurance • Gym discounts • Cycle to Work scheme • Savings Plan • Share Incentive Plan • Season Ticket Loan • Green Car Scheme (electric/hybrid vehicle leasing) If you feel your skills set aligns with the above, please do not hesitate to apply below.