Job Title

ParaplannerDerby outskirts (our ref AL1394)Salary to £38,000 dep on exp + benefitsMy client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team.RESPONSIBILITIESAccurately prepare personalised suitability reports and letters which are well thought out and meaningfulWork efficiently to meet target deadlinesRecommendations to include:Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planningEnsure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperworkUndertake comparative research in preparation of client recommendationsEnsure all client queries are appropriately investigated and accurate responses givenPart of the role will include administration support requesting additional Letter of Authority information, Business SubmissionWork as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clientsLOCATION & COMMITMENTSPermanent, full-time positionBased at our office, approximately 2 miles from Derby City CentreOvertime may be required during busy periods (e.g. end of tax year/end of the year)CANDIDATE REQUIREMENTSAttained the Level 4 CII Diploma (or equivalent)Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageousGood understanding of financial products and servicesStrong analytical skills, specifically analysing records and providing detailed technical commentaryStrong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time)Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individualsA good understanding of the administration and support side of Paraplanning (e.g. business submission and preparation of Presentation Packs), as well as preparing reports and relevant documentationIf this role is of interest, please apply with an up to date CV.We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.JBRP1_UKTJ