Paraplanner

Overview

My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.

We are urgently seeking an experienced Paraplanner to join an existing team of Paraplanners supporting the Financial Advisers of the business. Specifically you’ll be responsible for:

• Work collaboratively with financial planners to help give advice to clients.
• Create lifetime cashflow forecasts with multiple scenarios to test the extent to which clients can achieve their goals.
• Write a financial plan with summary advice, accompanied by a suitability report for regulated recommendations.
• Ensure financial plans and ongoing reviews for clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.

• Level 4 Diploma qualified Paraplanner with around 3 years of experience in a Paraplanning role.
• Strong technical knowledge of Pensions, Investments and Life Assurance products, including their benefits and taxation.
• Good understanding of tax allowances, trusts and business structures as part of Financial Plans.
• Experience using Cashflow forecasting systems such as Voyant.
• Excellent attention to detail, a positive approach, strong organisation, and a problem-solving mindset.

A great salary is offered for the role, coupled with Hybrid working options.

Location: Nottingham

Closing Date: Oct 30

Apply for this vacancy by uploading your CV to Lime. If you would like to apply, please use the form below.

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Company Registration:
Lime People Search & Select Ltd

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.