Paraplanner
other jobs mbf.
Added before 8 Days
- England,East Midlands,Nottinghamshire
- full-time
- £35,000 - £50,000 per annum, negotiable
Job Description:
Job Advert: Paraplanner
Location: Nottingham
Salary: £35,000 - £50,000 (depending on experience and qualifications) + Bonus & Benefits
Are you an experienced Paraplanner looking to take the next step in your career with a leading international Wealth & Investment Management organisation?
Our client, a prestigious global financial institution, is seeking a detail-oriented and motivated Paraplanner to join their growing Financial Planning Division in Nottingham. This is a fantastic opportunity for individuals who are passionate about delivering exceptional financial planning support and working with a team of experts in a dynamic, collaborative environment.
Key Responsibilities: *Prepare and produce comprehensive financial planning reports for clients.
*Support Financial Planners with research, analysis, and recommendations.
*Ensure all client documentation and records are kept up to date and compliant with industry regulations.
*Assist with client queries and provide technical support to the wider team.
*Liaise with providers and third parties to gather information and obtain quotes.
*Help with the ongoing development of financial plans and investment strategies.
Key Requirements: *Minimum Level 4 Diploma in Financial Planning or equivalent (candidates working towards Level 4 will also be considered). Those with advanced Diploma qualifications will have an advantage
*Previous experience in a Paraplanning role, ideally within the wealth management or financial planning sector.
*Strong technical knowledge of financial products and planning concepts.
*Excellent communication and organisational skills with a keen eye for detail.
*Ability to work well under pressure and meet deadlines.
Benefits Include: *Salary: £35,000 to £50,000 (dependent on experience and qualifications).
*Bonus and performance-related incentives.
*Pension Scheme: Up to 12% employer contribution.
*Private Medical Insurance (PMI).
*Death in Service (DIS).
*Share Options.
*Hybrid Working: Flexibility to work from home and in the office.
*Generous holiday entitlement, plus other benefits.
If you are a qualified Paraplanner looking to enhance your career in a global financial services organisation, we would love to hear from you.
Location: Nottingham
Salary: £35,000 - £50,000 (depending on experience and qualifications) + Bonus & Benefits
Are you an experienced Paraplanner looking to take the next step in your career with a leading international Wealth & Investment Management organisation?
Our client, a prestigious global financial institution, is seeking a detail-oriented and motivated Paraplanner to join their growing Financial Planning Division in Nottingham. This is a fantastic opportunity for individuals who are passionate about delivering exceptional financial planning support and working with a team of experts in a dynamic, collaborative environment.
Key Responsibilities: *Prepare and produce comprehensive financial planning reports for clients.
*Support Financial Planners with research, analysis, and recommendations.
*Ensure all client documentation and records are kept up to date and compliant with industry regulations.
*Assist with client queries and provide technical support to the wider team.
*Liaise with providers and third parties to gather information and obtain quotes.
*Help with the ongoing development of financial plans and investment strategies.
Key Requirements: *Minimum Level 4 Diploma in Financial Planning or equivalent (candidates working towards Level 4 will also be considered). Those with advanced Diploma qualifications will have an advantage
*Previous experience in a Paraplanning role, ideally within the wealth management or financial planning sector.
*Strong technical knowledge of financial products and planning concepts.
*Excellent communication and organisational skills with a keen eye for detail.
*Ability to work well under pressure and meet deadlines.
Benefits Include: *Salary: £35,000 to £50,000 (dependent on experience and qualifications).
*Bonus and performance-related incentives.
*Pension Scheme: Up to 12% employer contribution.
*Private Medical Insurance (PMI).
*Death in Service (DIS).
*Share Options.
*Hybrid Working: Flexibility to work from home and in the office.
*Generous holiday entitlement, plus other benefits.
If you are a qualified Paraplanner looking to enhance your career in a global financial services organisation, we would love to hear from you.
Job number 1808767
metapel
Company Details:
mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...