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 advice Produce clear, compliant and technically accurate suitability reports Build detailed cashflow models and planning scenarios Carry out research to support client recommendations Prepare client review packs, presentations and post meeting documentation Work closely with the Managing Director on complex client cases Attend client meetings where required and support follow up activity Ensure all...

Job Title: Paraplanner Industry: Financial Planning Location: Nottingham (Hybrid working) Salary: up to £65,000 (higher salary negotiable dependent on qualifications and experience) Job Reference: 10233 Job Description: Recruit UK are working on an exciting opportunity for a Paraplanner to join a Financial Planning firm in Nottingham. Join a supportive, close-knit team and gain hands-on experience in the financial planning profession. You will work closely with the Managing Director of another firm, learning directly from their experience while attending client meetings both in person and online to see financial planning in action. Alongside providing technical support, you will gradually build your confidence in client-facing responsibilities and develop a strong understanding of the financial planning market and regulatory environment. With dedicated administrative support in place, you can focus on learning, developing your expertise, and working with...