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Paraplanner

Lime People Search & Select Ltd
Posted a day ago, valid for 25 days
Location

Chesterfield, Derbyshire S41 0AP

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client is an Independent Financial Advisory firm in Chesterfield seeking an experienced Paraplanner.
  • The role involves preparing client suitability reports, conducting technical research, and processing new business.
  • Candidates should ideally be Level 4 qualified with 2-3 years of experience and strong product knowledge.
  • The position offers a salary of approximately £30-37k plus benefits, including a company bonus scheme and flexible working options.
  • Home-working is possible for this role, allowing for a balance between office and remote work.

My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning.

We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team. Specifically you'll be responsible for:

  • Client suitability reports and analysis, technical research, record keeping and processing new business, illustrations, risk profiling and cashflow forecasts;
  • Helping in the preparation of client reviews, including updating client objectives and investment performance reviews, production of supporting reports and attitude to risk profiling;
  • Building relationships with both new and existing clients over the phone, by email and, when necessary, by attending face-to-face meetings.

We are seeking an experienced Paraplanner, ideally Level 4 qualified with 2-3 years experience, with strong product knowledge and good understanding of FCA rules and regulations. You will have excellent report writing skills, and have worked across Pensions, Investments & Tax Planning.

You'll be rewarded with a salary of c£30-37k +bens including a company bonus scheme, company pension and flexible working, there is the possibility of home-working for this role.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.