Paraplanner

Paraplanner

Salary up to £42,000

Location: Derby

Contract: Permanent, Full-Time

Our client are a well-established Wealth Management Firm based in the Derby area and as a result of their ongoing growth they now have an excellent opportunity for a for a talented Paraplanner to join their well established and growing organisation.

The business specialise in providing holistic Financial Planning advice to a growing client bank consisting of high-net-worth individuals, you will need to have Industry related knowledge and experience in order to be considered for this position.

You will be working within a busy and vibrant team, the main function of the role will be providing Paraplanning support to 2 Financial Planners, to assist them in delivering a first-class service to all clients.

This is an excellent opportunity for a Level 4 qualified Paraplanner who enjoys producing high-quality, technically robust advice and wants to play an important role in delivering an exceptional client experience.

You will work across a broad range of financial planning areas, including retirement, investments, protection, IHT, trusts and business planning, while also providing essential administration support to ensure cases progress smoothly.

The Role

You will be responsible for preparing personalised and meaningful suitability reports, undertaking detailed research and analysis, and supporting advisers throughout the advice process.

Working as part of a small and collaborative team, you'll manage multiple cases, work to deadlines and ensure all client work is accurate, compliant, and supported by the appropriate documentation.

Key Responsibilities

Accurately prepare personalised suitability reports and letters that are clear, meaningful and client focused.

Work efficiently to meet agreed deadlines and manage multiple cases simultaneously.

Prepare recommendations across:

Retirement planning, including transfers and drawdown.

Investment planning.

Protection.

Inheritance Tax and Trust planning.

Business planning.

Ensure client work and documentation, including fact finds and illustrations, are accurate, compliant and supported by the relevant paperwork.

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