Senior Paraplanner

Job Description

Our client is a highly regarded firm of Chartered Financial Planners based on the outskirts of Nottingham, due to continued growth of the business they are now looking to recruit an experienced Senior Paraplanner to join their busy team.

They are looking for someone with specific experience and skills. You should be able to tick these boxes:

  • Paraplanning for at least five years.
  • Chartered status with strong technical knowledge.
  • Pension transfer qualifications (such as AF7) and experience in giving defined benefit pension transfer advice.
  • Working holistically, able to see a client’s ‘big picture’ and work out how they can best achieve their life goals. You may be used to financial planners who use Kinder Institute life planning principles or similar.
  • Actively using cashflow forecasting tools, ideally Voyant.
  • Comfortable with financial planning issues that come with higher levels of wealth, including all tax allowances (Lifetime Allowance, Pension Annual Allowances and MPAA, inheritance tax NRB and RNRB, business taxation reliefs, personal income tax allowances, capital gains annual exemptions and so on).

You will receive:

  • A supportive environment for continual learning. All technical qualification and training costs are met by the company.
  • The opportunity to deliver truly great financial planning advice to our interesting clients, working closely with all financial planners.
  • A place on the Investment & Research Committee so you can shape the advice they give and the research behind it.
  • Attractive benefits including pension, life insurance, online GP service, onsite parking, mobile phone. The company has a strong employee wellbeing focus.

The role is full time and based from their Nottingham office. The office is closed on Mondays and Fridays.

You would be expected to work remotely on those days and in the office Tuesday – Thursday. Flexible working is encouraged.


You would be expected to work remotely on those days and in the office Tuesday – Thursday. Flexible working is encouraged.