Paraplanner

One of the UKs largest Wealth Management firms have a fantastic opportunity available for a Paraplanner to join their Nottingham office. In this position you will provide support for a group of Financial Advisers/Planners, facilitating a smooth process of new & existing business where daily duties will include; Analyse client’s aims and needs to construct solutions as a tool for advisors to communicate to clients. Production of robust financial plans and analytical information in support of Financial Planners and Financial Advisers under supervision of more senior team members. Provide guidance to more junior team members and support senior team members as required to contribute to the completion of tasks in a timely manner and to a high standard. Support colleagues with client interaction and by developing an awareness of client management and advice processes. Supports delivery of client service under the guidance of Financial Advisers / Financial Planners. To be considered for this role you will already be providing a first-class paraplanning service as well as having experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, gaining experience of dealing with more complex areas of financial planning advice. You must also have achieved your Level 4 Diploma in Financial Planning. If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.

Location: Nottingham, GB

Posted Date: 1/10/2025