Job Title:
Paraplanner
Location:
Nottingham
Salary:
£40,000 – £55,000
Benefits:
*Strong pension contribution structure with employer contributions and salary sacrifice
*Group income protection and life insurance
*Private medical, dental, and critical illness options
*Health and wellbeing support including EAP and virtual services
*Discount schemes and gym membership support
*Cycle to work and green car schemes
*Flexible benefits platform
*Clear progression into advisory or leadership roles
About the Company:
An established national wealth management firm supporting high-net-worth clients. The business offers a structured and well-resourced environment, with a strong focus on technical excellence and long-term career development.
Role Summary:
This role will focus on delivering high-quality financial planning support to advisers, particularly across complex client cases involving estate planning and trusts. You will play a key role in ensuring suitability, accuracy, and technical integrity across client recommendations while contributing to ongoing client portfolio management.
Key Responsibilities:
*Prepare suitability reports: Deliver clear, compliant, and high-quality documentation across financial planning areas
*Support complex cases: Work on IHT, trusts, and estate planning scenarios alongside advisers
*Conduct technical research: Provide insight to support robust client recommendations
*Review client portfolios: Ensure ongoing suitability and alignment with client objectives
*Maintain client records: Ensure accuracy and compliance across all documentation
Requirements:
*Diploma in Regulated Financial Planning
*Chartered status or working towards
*Strong experience with IHT and trusts
*Proven ability to write suitability reports
*Solid technical knowledge across financial planning