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
