Paraplanner – full time
Nottinghamshire (Our Ref AL1293)
Salary to c£45,000 + benefits inc parking (salary dep on exp)
Home working Mondays and Fridays
My client is a multi-award-winning IFA and specialises in holistic, goals-lead, financial planning. Their paraplanners work very closely with the financial planners and their clients in forming, and delivering their plans.
The Role:
Working collaboratively with the financial planners, you will help give advice to clients. You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which they can achieve their goals. You will then write a financial plan with our summary advice, accompanied by a suitability report for regulated recommendations.
You will be required to ensure that financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.
What’s on offer