Average Paraplanner salary in Nottingham

Are you an experienced Paraplanner looking for your next career move? This is an exciting opportunity to join a highly respected independent financial advice business. Due to growth and their success, my client is currently looking for a Paraplanner to join their Nottingham team. You'll be working directly alongside Senior Financial Advisers, providing technical support and helping deliver outstanding client service. This role offers a mix of autonomy and collaboration, with the chance to get involved in complex cases covering investments, pensions, tax planning and protection.What's on offer:Hybrid working, 1-2 days in office (Nottingham)Salary £45,000 (depending on experience)Attractive annual bonusGenerous annual leave/holiday trading (buy/sell)Life insurance - 4x base salaryPrivate medical insurance - individual and family cover!Dental coverGroup income protection - 35% of salaryDISWhat we're looking for:Diploma qualified (level 4) or working towards Chartered statusSolid paraplanning experience, with strong technical knowledgeExcellent report writing and research skillsProactive, detail-oriented and confident working closely with Advisers and clientsThis is a fantastic opportunity for a Paraplanner who wants to work in a supportive, professional environment with a strong reputation for delivering personal service. If you're ready to take the next step in your paraplanning career, apply today via 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 IDEX Consulting 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 measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

We are partnering with a well-established IFA firm based in Nottingham that is seeking an ambitious and experienced Paraplanner to join their growing team. This is a genuinely exciting opportunity for a motivated individual who is looking to take the next step in their career, with a clear pathway to progress into a Financial Planner role in the future. This is a key role within the business supporting the Managing Director directly. Key responsibilities:You will provide technical and research support across the full client journey, helping to shape high quality, tailored adviceProduce clear, compliant and technically accurate suitability reportsBuild detailed cashflow models and planning scenariosCarry out research to support client recommendationsPrepare client review packs, presentations and post meeting documentationWork closely with the Managing Director on complex client casesAttend client meetings where required and support follow up activityEnsure all files and documentation meet compliance standardsWhat they are looking for:Level 4 diploma qualified is essentialStrong technical knowledge across financial planningExcellent report writing and analytical skillsHigh attention to detail and strong organisational abilityConfident communicator who can simplify complex informationThey are also fully invested in your long term development, offering a clear pathway into a Financial Adviser role within the business. You will gain hands on exposure to the advice process, work closely with experienced Advisers and receive ongoing support as you build your knowledge and confidence. The business will support you every step of the way, giving you the tools, guidance and opportunities needed to progress into a fully fledged Adviser over time. This is a standout opportunity to work closely with an experienced Managing Director, develop your technical ability and build towards an advisory role in a supportive and ambitious environment.Please get in contact with Tom Roberts for more information or at .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 IDEX Consulting 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 measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

An opportunity has become available for a Paraplanner to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.The office is based in Leicester and Nottingham and would only require 2 days per week in the office.The business is looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting experienced financial planners and assisting them with a range of cases. Your role will include but will not be limited to:To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriateReview client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstanceProvide research and analysis of investment funds and financial products, whilst considering the client objectivesConduct fund researchPrepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get therePreparation of fund switch and encashment letters according to advice providedObtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sourceLiaise with Product Providers / Third Parties regarding any technical queriesThe ideal candidate will:Level 4 diploma qualifiedGood understanding of the Financial Planning processStrong interpersonal skills, both written and verbal communicationCustomer service skills - providing an excellent service to the adviser and clientExcellent planning and organisational skillsAbility to work effectively to deadlinesAccuracy and attention to detail to balance demands of roleVisit 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 IDEX Consulting 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 measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.