Hirecracker
Paraplanner
- Office in Nottingham
- Salary up to £43,000
- Hybrid working arrangements
A highly regarded Chartered Financial Planning firm is seeking an experienced Paraplanner to support financial planners in delivering exceptional client outcomes. This role is integral to providing goal-based holistic financial planning, helping clients achieve security, peace of mind, and financial clarity.
About the Role
As a Paraplanner, you will work collaboratively with financial planners to prepare detailed financial plans, lifetime cashflow forecasts, and suitability reports. You will play a key role in ensuring that financial plans are executed accurately and in a timely manner, supporting clients in achieving their long-term financial goals.
Key Responsibilities
- Collaborate with financial planners to research and prepare financial plans, incorporating holistic planning strategies.
- Create lifetime cashflow forecasts with multiple scenarios to assess the achievability of clients’ financial goals.
- Produce high-quality suitability reports and supporting documentation for regulated financial advice.
- Ensure financial plans and ongoing reviews are delivered accurately and on time.
- Process transactions in accordance with service expectations and regulatory requirements.
About You
- Diploma status and at least three years of paraplanning experience.
- A strong understanding of investment, pension, and life assurance products, including their taxation and benefits.
- Experience in holistic financial planning, incorporating tax allowances, trusts, and business structures.
- Exceptional attention to detail, organisation, and a proactive approach to problem-solving.
- Strong technical capability, including proficiency in Excel and financial planning tools such as cashflow forecasting (ideally Voyant).
What’s on Offer
- A supportive and collaborative working environment that encourages professional growth.
- A hybrid working model office-based in West Bridgford (Tuesday–Thursday), remote working on other days.
- A competitive salary dependent on experience, plus pension, life insurance, and generous holidays.
- Comprehensive training and mentoring, with all professional qualifications and development costs covered.
To be considered:
Please either apply by clicking online or emailing me directly [email protected]. For further information please call me on 01244 567 976 / 07519 096 443. By applying for this role, you give express consent for us to process and submit (subject to required skills) your application to our client in conjunction with this vacancy only.