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Paraplanner

  • Salary: £30000.00 - £35000.00 per annum + Benefits
  • Location: Nottinghamshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    19 Jul 2017
  • Job reference: 2634
Paraplanner
Nottingham, Nottinghamshire
Salary up to £35,000 plus benefits

We are partnered with a high quality financial planning practice that work with wealthy private clients and investors on a fee-basis, providing advice from the independent market they're one of the regions financial planning power-houses.

The practice is looking to appoint a well qualified and technically astute Paraplanner who will be responsible for delivering comprehensive and technical paraplanning to a Director IFA, the individual will drive agreed performance standards and provide a compliant, quality paraplanning service to the Adviser.

Operating a cash flow forecasting and 'new model' advice style dependent on the clients requirement, the firm have substantial funds under management which are ever growing.

You will be heavily involved with clients, producing cash flow plans based upon the client’s financial goals and high quality reports, the firm also use WRAP platforms as part of the advice offering.

Candidates must be able to demonstrate a background of providing high level technical paraplanning and ideally have experience of producing cash flow models, however this isn't essential, you will need high quality report writing skills with a keen understanding of private client advice. Applicants will ideally be Diploma qualified or equivalent however this isn't essential, progress towards Chartered Status would be advantageous.

A basic salary of up to £35,000 is on offer plus benefits along with study support, offering an excellent environment to develop your financial planning career.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
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