Paraplanner - Derby

We are currently looking for a Paraplanner to join our clients, a well-established practice in Derby. The role is available on a hybrid part time basis, working 3 days a week between home and office.

Our clients are a friendly professional practice who offer financial advice on a range of products.

The successful Paraplanner will be offered:

  • Basic Salary between £21,000 - £24,000
  • Team social events
  • Hybrid working

To be considered for the Paraplanner role you must have:

  • Previous experience working within an IFA practice
  • Organised and methodical with excellent attention to detail
  • Ability to prioritise, meet targets and deadlines
  • Effective communication skills both written and verbal
  • Strong analytical and numerical skills
  • Strong IT skills, specifically in Microsoft Word, Excel and Outlook

Responsibilities for the role of Paraplanner:

  • Preparing analysis of the client’s existing portfolio
  • Provision of technical support to Advisers
  • Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
  • Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
  • Working closely with the Adviser to research and formulate appropriate advice
  • Preparation of Recommendation Reports and supplementary documentation
  • Adherence to compliance procedures, core values and high standards of client service
  • Regular liaison with product providers, account managers and clients
  • Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
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