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Paraplanner – part time
22.5 hours per week across 3 days, flex start and finish times available
Derby (Our Ref AL1375) – core office days Tues & Wed, other days working from home after probation period
Salary to c£35,000 full time equivalent (negotiable depending on experience and qualifications)
An exciting opportunity for an experienced Paraplanner with 2-3 years’ experience within an established wealth management organisation. CII Diploma level 4 is not essential but good technical/industry knowledge is required.
Main responsibilities of the role:
* Conduct client research - Prepare research, and paperwork for client review meetings
* Compile suitability reports from structured templates
* Prepare complex annual client review letters
* Process complex new business cases
* Be responsible for following process and procedures
* Pursue personal development of skills and knowledge necessary for the effective performance of the role
* To provide advanced business support for Financial Planners, working within agreed business objectives
* Providing accurate information to the management team when requested
Skills, Qualifications & Experience Required:
* Ability to empathise and build strong business relationships
* Ability to interpret data and produce recommendations with supporting evidence
* Back-office systems, preferably Iress Xplan (possible business progression to Intelliflo so a knowledge of this system is also preferable)
* Excellent standard of written & verbal communication
* Experience of Defaqto/Centra, FEA Analytics and other industry analysis tools
* Experience with suitability report writing
* Good technical knowledge of pension regulations and taxation of investments and bonds
* IT Literate and be competent in the use of Word and Excel
* Numerate - have good analytical skills
* Proactive, with an ability to multi-task and be able to prioritise your own workloads and be able to work using your own initiative.
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