Paraplanner

My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team.

RESPONSIBILITIES

• Accurately prepare personalised suitability reports and letters which are well thought out and meaningful
• Work efficiently to meet target deadlines
• Recommendations to include:
  
  Retirement Planning (including transfers and Drawdowns), Investment Planning, Protection, IHT/Trust planning, Business planning
• Ensure all client work and documents (client fact find, Illustrations etc) are compliant and supported with relevant paperwork
• Undertake comparative research in preparation of client recommendations
• Ensure all client queries are appropriately investigated and accurate responses given
• Part of the role will include administration support requesting additional Letter of Authority information, Business Submission
• Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients

LOCATION & COMMITMENTS

Permanent, full-time position

Based at our office, approximately 2 miles from Derby City Centre