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Paraplanner

eFinancialCareers
Job LocationNottingham
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

An opportunity has become available for 2 part qualified/Diploma qualified Paraplanners in Nottingham to join a growing financial planning firm that offer hybrid working which can see you working from home 3 days a week and can offer some flexible workingwith start and finish times! They are looking for an individual that has started their level 4 diploma or has already obtained this, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complextechnical cases. Your role will include but will not be limited to:

  • To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
  • Review client objectives ensuring they are clear, concise and achievable when compared against the clients financial circumstance
  • Provide research and analysis of investment funds and financial products, whilst considering the client objectives
  • Conduct fund research
  • Prepare Financial Plans, clearly outlining the clients current position, where they need to be and how they will get there
  • Preparation of fund switch and encashment letters according to advice provided
  • Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
  • Liaise with Product Providers / Third Parties regarding any technical queries
The ideal candidate will:
  • Level 4 diploma qualified
  • Good understanding of the Financial Planning process
  • Strong interpersonal skills, both written and verbal communication
  • Customer service skills - providing an excellent service to the adviser and client
  • Excellent planning and organisational skills
  • Ability to work effectively to deadlines
  • Accuracy and attention to detail to balance demands of role
This is a unique opportunity for a Paraplanner in Nottingham to join a firm where they offer hybrid working such as working from home 3 days a week and providing you with an office set up!Benefits include: Holiday - 25 days + Bank holiday and extra for each years service up to 28x4 DIS Group PensionPMI Cash Plan Income Protection Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEXConsulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

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