Paraplanner - Nottinghamshire

Paraplanner
Nottinghamshire
Salary to c£30,000 + generous benefits

My client is a firm of Independent Financial Advisors who have an enviable reputation which has been built up over more than 30 years. They offer their clients a full and personal financial planning review service covering areas such as protection, savings and investments, wealth management, retirement planning, tax planning and business advice.

Due to continued business success, my client is now looking to appoint a further Paraplanner to join its’ existing team of experts.

We are looking for an experienced paraplanner to fulfil this role, one who is able to deal with the complexities of financial planning and who is ideally at least Diploma qualified, with particular experience in taxation (J01 and/or J02).

The main areas of responsibility for this role will be:

To prepare and maintain the client files
To prepare recommendations by way of detailed product research and drafting of recommendation reports
To implement recommendations by way of accurate suitability reports
To carry out timely and effective client reviews and investment analysis

If you have paraplanning experience, a high level of technical knowledge, and have achieved Diploma level along with J01 ideally, then please APPLY BELOW or contact Angela Liscombe at North Oak Recruitment for a confidential discussion.