This business has more than 3 decades of history and has grown into one of the largest professional services firms in the East Midlands.
A progressive and forward-thinking organisation, employees are supported with professional development, with a structured pathway to grow within the business.
This is a business with an excellent reputation. On offer is a competitive salary and great benefits. Their dedicated Investment Management department is currently looking to recruit a Paraplanner to join the growing team based in Nottingham.
About the role
As part of a team of Paraplanners, you will work closely with the IFAs in delivering a first class and compliant service to the clients
Conducting research
Establishing client requirements, both private and corporate
Writing recommendation reports
Managing the review service
Support with all areas of the department, including administration, the preparation of paperwork, dealing with customer queries and client facing tasks
About You
Enthusiastic and motivated Paraplanner with a passion for the industry
Dedicated to the job with a desire to go the extra mile for clients
At least 2 years’ experience working within the Financial Planning sector, and an understanding of corporate and private clients
At or working towards the Level 4 Diploma in Financial Advice
Eye for detail with a meticulous method of working
Enjoy researching and analysing information
Exceptional customer service, telephone, and interpersonal skills
A good understanding of financial services compliance and regulatory requirements is essential as is familiarity with using research tools such as FE Analytics, Voyant, Dynamic Planner and Assureweb to prepare suitability reports.
Competent IT skills, experience using Intelligent Office would be advantageous
Experience using the back office system (Intelliflo Office) or similar,
Be technically strong with an eye for detail and have the ability to communicate effectively.
You must also be reliable, organised, able to work in a busy environment, possess excellent time management and interpersonal skills, and be enthusiastic about business dev
Benefits
25 days holiday plus Bank Holidays and holiday purchase
Company Pension
Support with industry qualifications/personal development
Paraplanner, Nottingham (CR-1641)
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