This is a fantastic opportunity for an experienced Wealth Management Paraplanner to develop their skills further with a leading Financial Services firm based in Nottingham.

The successful candidate will hold a background in Paraplanning within an IFA or Wealth management firm and be comfortable with financial analytics software and processes. In return there is a salary of c£35,000 on offer (flexible) with 25 days Holidays + stats and private health insurance.

Roles and Responsibilities

• Work proactively with clients to understand needs, analyse requirements and further work with them to develop feedback and accurately record data
• Develop financial planning solutions on behalf of clients supported by senior advisors
• Work with advisors to arrange client reviews, investment performance reviews, cash flow models, etc.
• Act as the key internal point of contact for all clients.
• Produce reports and reviews for clients and updating files internally based on these reviews.

Skills and Qualifications

• Previous experience within an IFA or Wealth Management firm required
• Experience working with investment products and major research systems
• Working knowledge of pension transfer market
• Up to date knowledge of relevant regulation and legislation
• Clear communication skills over phone and email with 3rd part clients

About Express Recruitment

Express Recruitment has been offering exceptional recruitment solutions across the East Midlands since 1987, “exceeding expectations every time” of over 267,000 candidates.

We supply a diverse range of sectors including Engineering, Technology, Professional Services, Languages, Sales & Marketing, Call Centres, Commercial, Manufacturing, Local Authority, NHS, Education and Voluntary organisations. Find all of our current vacancies on 👉 https://bit.ly/3IaEnI7

Not quite found the right role for you yet? Let us do the scrolling for you! Your search for a new role has never been so easy, just fill in our contact form on https://bit.ly/3NHa9NR or give us a call on 0115 924 0010 and we will do the rest for you.

Vacancy Summary

Hours: Monday-Friday, 9am – 5pm

Salary: c£35,000 per annum D.O.E

Location: Notttingham, Nottinghamshire

Job Type: Permanent, Full Time

Unfortunately we are unable to contact all candidates due to the large volume of applications we receive. If you have not heard from a consultant within the next three days please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.

This vacancy is being advertised on behalf of Express Recruitment Ltd. The services advertised by Express Recruitment Ltd. are those of an Employment Agency.