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