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Paraplanner (Home based)

Heat Recruitment
Posted a day ago, valid for 20 days
Location

Derby, Derbyshire DE23 8BA

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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  • The client is seeking a paraplanner based in Derby or home-based, offering a salary of up to £42,000.
  • The role involves providing technical support to senior advisors, including paraplanning, research, and client cashflow preparation.
  • Candidates should have previous experience working within an IFA and possess paraplanning or technical support experience.
  • A Level 4 Diploma qualification or progress towards it is required, with team management experience being desirable.
  • The position offers 25 days of holiday, a pension scheme, flexible working options, and career progression opportunities.

Paraplanner - Derby/Home based - Up to £42,000

Our client, with their head office in Derby, are looking for a paraplanner to help provide technical support for the some of the senior advisors. Within the role this would be technical in such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as some PA work and office management.

You will be required to go in to the office once a month, and the role is working 4 days a week, but you will be paid a full time salary.

What’s needed from you?

  • Previous Experience working within an IFA
  • Paraplanning/technical support experience
  • Experience managing a team would be desirable
  • Level 4 Diploma qualified or working towards

What we can offer

  • 25 days holiday plus bank holidays
  • Pension scheme with 10% matched contribution
  • Career progression opportunities
  • Two paid study leave days per exam and study support
  • Flexible/hybrid working (following successful probationary period)
  • Company socials/events
  • Health and wellbeing support
  • Cash plan
  • Income Protection

What next?

Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms: Para planner, IFA Support, Financial Planner#LI-JM1

Apply now in a few quick clicks

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.