Paraplanner

Paraplanner - NottinghamI am pleased to offer an excellent opportunity for a Paraplanner to join my client''s Nottingham office on a permanent basis. This position is ideal for someone who is motivated, detail-driven, and eager to make a meaningful impact within a collaborative and supportive environment.As a key member of a high-performing wealth team, you will provide essential technical and analytical support to Wealth Managers, enabling the delivery of high-quality financial strategies for clients.This role is primarily office-based, with the option to work remotely up to one day per week depending on business requirements.What will you do?Provide comprehensive support to Wealth Managers and Financial Planners.Produce tailored financial plans that translate client aspirations into clear, actionable strategies.Manage the processing of new and existing business to ensure accuracy and efficiency.Support administrative workflows and monitor progress to maintain high standards and meet deadlines.Build knowledge of core financial planning solutions through exposure to a wide range of client scenarios.Analyse client needs and objectives to help advisors present suitable recommendations.Prepare robust financial plans and analytical reports under the guidance of senior colleagues.Support colleagues with client interactions while developing your understanding of advice processes.What do you need to succeed?Must-haveLevel 4 Financial Planning Diploma (or equivalent) and proven ..... full job details .....