Job Title: Paraplanner

Salary: up to £50,000 - depending on experience

Location: Nottingham

Responsibilities:

- Ensuring clients receive accurate and professional financial advice

- Providing a smooth and efficient process for clients

- Analyse clients financial situations - income, expenses, asset and liabilities

- Assist financial planners in client meetings by preparing necessary material and documentation

- Ensure all financial plans and recommendations company with relevant laws, regulations and ethical standards

Requirements:

- Relevant certifications such as DipFA, CFP, or equivalent

- Experience in financial planning, wealth management or related field

- Strong analytical skills

- Excellent written and verbal communication

- Proficiency in financial planning software