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- Monday to Friday
- Hybrid working
- £30,000 - £40,000 Basic (dependent on experience)
- 26 days holiday + bank holidays
- Additional holidays with longer service
- Life insurance,
- Online GP service
- Onsite parking paid for by the company
- Mobile phone
- Diploma status and at least 3 years of paraplanning experience
- Strong technical knowledge about investment, pension, and life assurance products including their benefits and taxation
- Good understanding of tax allowances, trusts, and business structures as part of a financial plan
- Working collaboratively with financial planners to advise clients
- Writing financial plans with summary advice and suitability reports for regulated recommendations
- Preparing assessments and advice for defined benefit pensions and supporting other team members in this area
- Ensuring accurate and timely delivery of financial plans and ongoing reviews for clients, with subsequent transactions processed accurately and according to service expectations
- A place on our Investment & Research Committee to shape the advice given
Administration Pensions - East Midlands - GCB Recruitment
1 month ago

Description
Experienced Paraplanners are sought after by a company prioritizing employee wellbeing, offering hybrid working arrangements.
About the Role
We have partnered with a well-established Financial Planning firm in Nottingham to find the ideal candidate for this position. The right individual can look forward to significant earning potential, career growth, and flexibility through our hybrid working model.
Benefits
The successful Paraplanner will enjoy:
Requirements
To be considered for this role, you should have:
Key Responsibilities
As a Paraplanner, your key responsibilities will include:
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