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Senior Paraplanner

Location: Nottingham Salary: 30000 - 45000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 7 months ago Reference: 3087377
A prestigious and high-quality IFA firm in Central Nottingham are looking for an experienced and highly technical Paraplanner to join their successful team!

On offer is a salary up to £45K and an excellent benefits package, with progression opportunities available in a brilliant office location. 

The role will entail researching financial products to provide Advisers with a concise and accurate overview of a particular product or process.  This is a technical role, where you will attend Client meetings and understand fully the advice process, whilst providing an accurate and "problem-solving" approach to the needs of High-Net Worth Clients. You will produce compliant and accurate reports for new and existing clients and mae recommendations based upon information provided by the Directors.

- You will ideally be Level 6 Qualified - or studying towards this
- Previous experience working as a Senior Paraplanner in an IFA firm is essential
- A strong understanding of discretionary trusts, offshore and onshore tax bonds is desirable

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