Paraplanner

Paraplanner
Location: Nottingham (flexible working - up to 4 days from home each week)
Salary: Up to £45,000 per annum
Hours: Full time | 37.5 hours per week

This is a fantastic opportunity to join a growing, forward-thinking financial advice firm that values quality, collaboration and technical excellence. As a Level 4 qualified Paraplanner, you’ll play a key role in delivering high-calibre support to a team of experienced advisers.

Based in Nottingham, this position offers a flexible working pattern with the option to work from home up to four days per week. During your initial onboarding, more time in the office is encouraged to support your learning and integration with the team.

Key Responsibilities:

• Prepare tailored suitability reports and technical documentation

• Conduct detailed research and analysis across pensions, investments, protection and estate planning

• Perform cashflow modelling and client risk profiling

• Liaise closely with advisers to shape and challenge recommendations

• Maintain accurate, compliant client records using industry-leading systems

What We’re Looking For:

• Level 4 Diploma in Financial Planning (essential)

• Strong background in an IFA or wealth management environment

• Comprehensive understanding of a wide range of financial planning areas

• Confident using systems such as Intelligent Office, FE Analytics, O&M Profiler and other research tools

• Highly organised, proactive and detail-driven

What’s on Offer:

• Salary up to £45,000 depending on experience

• Flexible working: up to 4 days per week from home

• 26 days holiday, plus bank holidays and your birthday off

• 5% flexible benefits allowance (covering private medical, income protection, additional holiday and more - not deducted from salary)

• Annual discretionary bonus based on personal and company performance

• Aegon pension via auto-enrolment

• 3-month probation period

• 2-month notice period

This role is ideal for a motivated Paraplanner looking to step into a dynamic and supportive environment where they can develop and grow.