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Paraplanner

Job Description

Brook Street are proud to be working with an established, industry leading Wealth Management Service who are looking to recruit an experienced Paraplanner to join their successful team. This is a great opportunity to join a company experiencing sustained growth and further your career.

Role: Paraplanner
Location: Nottingham
Salary: £24,000 - £35,000
Hours: Monday - Friday 9am -5pm
Hybrid working model

Benefits:
" 25 Days Annual Leave + Bank Holidays
" Additional day off for your birthday
" Company pension scheme
" Life assurance
" Private Medical Insurance (After 12 months service)
" Parking on site
" Relaxed team environment

The Role:
To be successful in this role it is essential that candidates can analyse, review and update client cash flow models and performance reports in order to meet objectives. A key part of this role will revolve around preparing suitability letters and reports; being held accountable for clients' files and records throughout the whole process complying with relevant legislation and regulations.


As you will be responsible for the complete management of your client accounts it is important that you show a great manner over the phone, showing your knowledge and building professional relationships.
Successful candidates will have to have strong IT skills and the ability to learn new systems through their training as you will be developing financial planning solutions using appropriate IT programs.

The ideal candidate will need:
" Previous paraplanning experience within Wealth Management or an IFA environment
" Diploma Level 4 Financial Planning or working towards
" Demonstrates current knowledge of regulations and legislation
" Accuracy and attention to detail with strong analytical skills and time management
" Works well independently and in a team
" IT literate

If you think you have what it takes to excel in this challenging role and enjoy the excellent benefits that this company offer their employees, then this is the perfect role for you. You will have access to great career opportunities as a part of this industry leading, growing business as well as a great working environment.

If this sounds like the role for you then apply now and one of our consultants will be in touch to discuss this further!





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