My Shortlist

Your shortlisted jobs will appear here. To view your shortlist: Login Or Register

Date Added: Sat 31/05/2025

Paraplanner (Hybrid Remote)

Nottingham, UK
Apply Now

Company: TAYLOR JAMES PROFESSIONAL RECRUITMENT

Job Type: Permanent, FullTime

Salary: £38,000 - £47,000 per annum

Our client, an award winning firm of financial planners in Nottingham are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.

hybrid remote* - Candidates can be either office based or work on a remote basis, with very infrequent office visits required (e.g. once per month)

Working closely with the advisers, duties and responsibilities will include:

  • Writing and tailoring high quality suitability letters based on consultation with the Adviser
  • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
  • To complete compliant suitability reports

The Person:

  • Level 4 Diploma (or close to completion) (essential)
  • Experienced in dealing with High Net Worth clients (desirable)
  • Reliable and diligent
  • Excellent working knowledge surrounding the key areas of Financial Planning
  • Strong commercial and technical knowledge
  • Personable and professional

In return this opportunity offers a basic salary of between £38,000 & £47,000, home working, full study support, bonuses and fantastic benefits package.

Apply Now