Expire in: 20 days
Paraplanner – £45,000
📍 Nottingham/ Wilmslow/ Glasgow/ Aberdeen- Hybrid
Join a forward-thinking, independent financial advice business committed to client-first, tailored financial planning. We're looking for a skilled Diploma-qualified Paraplanner to support our advisers through expert research, technical analysis, and the preparation of compliant, client-focused recommendation reports.
What you’ll be doing:
✔️ Collaborating with advisers to analyse client needs & objectives
✔️ Conducting research and cashflow modelling
✔️ Preparing tailored suitability reports
✔️ Maintaining accurate client records
✔️ Supporting a high standard of compliance and service
What we’re looking for:
🔹 Level 4 Diploma in Financial Planning
🔹 Strong technical knowledge across pensions, investments & protection
🔹 IFA/Wealth Management experience
🔹 Great communication, organisation & attention to detail
👉 If you're a detail-driven Paraplanner looking for your next challenge, apply now or message me for a confidential conversation
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Nottingham, ENG, GB! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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