Paraplanner – Nottingham
I am pleased to offer an excellent opportunity for a Paraplanner to join my client’s Nottingham office on a permanent basis. This position is ideal for someone who is motivated, detail-driven, and eager to make a meaningful impact within a collaborative and supportive environment.
As a key member of a high-performing wealth team, you will provide essential technical and analytical support to Wealth Managers, enabling the delivery of high-quality financial strategies for clients.
This role is primarily office-based, with the option to work remotely up to one day per week depending on business requirements.
What will you do?
*Provide comprehensive support to Wealth Managers and Financial Planners.
*Produce tailored financial plans that translate client aspirations into clear, actionable strategies.
*Manage the processing of new and existing business to ensure accuracy and efficiency.
*Support administrative workflows and monitor progress to maintain high standards and meet deadlines.
*Build knowledge of core financial planning solutions through exposure to a wide range of client scenarios.
*Analyse client needs and objectives to help advisors present suitable recommendations.
*Prepare robust financial plans and analytical reports under the guidance of senior colleagues.
*Support colleagues with client interactions while developing your understanding of advice processes.
What do you need to succeed?
Must-have
*Level 4 Financial Planning Diploma (or equivalent) and proven experience as a Paraplanner, including exposure to complex advice areas such as estate planning, trusts, pensions, and offshore products.
*Strong technical ability, including confidence with financial planning tools and interpreting investments, tax strategies, and pensions.
*A collaborative mindset with the ability to thrive in a dynamic, progressive environment.
Benefits Package - Up to £50k
We offer a comprehensive package of core and flexible benefits designed to support wellbeing, financial security, and work–life balance, including:
Core Benefits
*27 days’ holiday plus bank holidays, with the option to buy up to 5 extra days per year after 1 year’s service.
*Group Income Protection covering 70% of salary in the event of long-term illness or injury.
*Health Assessments after 6 months’ service, plus fertility, pregnancy, parenthood, and menopause support via Peppy.
*Employee Assistance Programme (EAP) providing emotional, practical and legal support for you and your immediate family.
*Access to a discounted shopping scheme featuring offers from over 3,000 retailers.
*Emergency dependant care, including up to 10 funded sessions per year.
*Eye care allowance, annual flu vaccination, and Group Life Insurance offering 8× base salary cover.
*Group Personal Pension Plan (GPPP):
*8% employer core contribution
*Up to 4% matched contributions
*Salary sacrifice benefits included

Optional Flexible Benefits
*Private medical insurance
*Dental cover
*Critical illness cover
*Personal accident insurance
*Gym discounts
*Cycle to Work scheme
*Savings Plan
*Share Incentive Plan
*Season Ticket Loan
*Green Car Scheme (electric/hybrid vehicle leasing)
If you feel your skills set aligns with the above, please do not hesitate to apply below.