• Job Reference: 683
  • Date Posted: 5 January 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: Nottingham
  • Salary: £22,000 to £35,000
  • Sector: Administration, Paraplanning, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email:

Job Description

Paraplanner/ Trainee Paraplanner

Our client, a successful and well established Financial Planning firm in Nottingham specialises in holistic, goals-lead, financial planning. Their paraplanners work very closely with the financial planners and our clients in forming, and delivering their plans.

The ideal candidate will be/ have;

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

If you are an experienced Financial Planning Administrator looking to take a step up into a Paraplanning role, we will also consider your application.

Our client will provide the successful candidate;

  • 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 in West Bridgford with parking provided
  • Salary and benefits dependent on experience

About our client;

  • 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