Paraplanner

Job Description:

Paraplanner

Derby outskirts (our ref AL1394)

Salary to £38,000 dep on exp + benefits

My 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.

RESPONSIBILITIES

• Accurately prepare personalised suitability reports and letters which are well thought out and meaningful
• Work efficiently to meet target deadlines

• Recommendations to include:
  • Retirement Planning (including transfers and Drawdowns)
  • Investment Planning
  • Protection
  • IHT/Trust planning
  • Business planning
• Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork
• Undertake comparative research in preparation of client recommendations
• Ensure all client queries are appropriately investigated and accurate responses given
• Part of the role will include administration support – requesting additional Letter of Authority information, Business Submission
• Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients

LOCATION & COMMITMENTS

• Permanent, full-time position
• Based at our office, approximately 2 miles from Derby City Centre  
• Overtime may be required during busy periods (e.g. end of tax year/end of the year)

CANDIDATE REQUIREMENTS

• Attained the Level 4 CII Diploma (or equivalent)
• Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous
• Good understanding of financial products and services
• Strong analytical skills, specifically analysing records and providing detailed technical commentary
• Strong 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 individuals
• A 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 documentation

If 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.