Job Overview

Nottingham, England
Job Type
Full Time
£30,000 - £40,000 Per Year
Date Posted
11 days ago

Additional Details

Job ID
Job Views

Job Description

There is a huge opportunity to join one of the UK's biggest Wealth Management firms where we specialise in offering advice holistically across several financial products including Pensions, Investments, IHT, Tax & Estate Planning, Life Insurance, Equity Release and Employee Benefits. We are currently looking for a Paraplanner to join our friendly and client focussed team.

Key Duties and Responsibilities:

· To always put the interests of the client first.

· To work in such a way as to promote the good name of the firm and profession.

· To prepare Suitability Reports including more technical reports for High Net Worth clients and to be able to conduct research on behalf of the IFA's using the appropriate online systems

· To facilitate the smooth processing of new and existing business.

· Cash flow modelling.

· Liaison with providers, clients and industry professionals.

· Preparation of annual client reviews.

· To undertake work of a project based nature as and when required to do so.

· To co-operate fully with the firm’s Compliance Officer and Money Laundering Reporting Officer.

Skills and experience needed:

  • Competent with use of Intelligent Office and FE Analytics.
  • Experienced writing bespoke suitability reports
  • Confident using various research software
  • Articulate
  • Great communicative skills


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