Paraplanner Work, Jobs in Heanor, Dby (with Salaries)

Senior Paraplanner
AMG Wealth Management —Allestree
- £35,000 - £40,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
Quick apply
10d
Paraplanner
The Progeny Group Limited —Nottingham
- Full-time
- Hybrid work
- Microsoft Word
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Paraplanner
Foster Denovo —Derby
- Hybrid work
- Employee discount
Paraplanner
Cooper Parry —Derby
- Full-time
- Analysis skills
- Analytics
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Financial Planner
Park Hall Financial Services —Mansfield
- £60,000 - £65,000 a year
- Full-time
- Business development
- Analysis skills
- Organisational skills
Quick apply

Discover related jobs

Based on your search for paraplanner jobs.

HR & Finance Support (Full-time or part-time hours considered)
DSL Group (Nottingham) Limited —Annesley
Liaising with employees, suppliers, customers and external advisers where required. Our reputation has been built on exceptional customer service, reliable…
£28,000 a year
Quick apply
1d
Home Insurance Adviser
Safe&Secure Insurance Services Ltd —Derby
Professional "Home Insurance Adviser" required to help, advise andset up the customer's Home Insurance policy over the telephone, fully advised service, chose…
From £42,000 a year
Quick apply
5d

I want to receive the latest job alerts for paraplanner in heanor, dby

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Senior Paraplanner

AMG Wealth Management
Allestree

Quick apply

Job details

Permanent | Full-time
£35,000 - £40,000 a year
10 days ago

Qualifications

Financial planning
Report writing
Report generation
Suitability report preparation
Microsoft Office
Financial analysis
Analysis skills
Organisational skills
Financial services
Certificate in Insurance
A Level
Analytics

Full job description

As an established Chartered financial advisory firm, we provide tailored wealth management solutions to individuals, families, and business owners both within Derbyshire, and beyond.

Operating as a Senior Partner Practice of St. James's Place, we focus heavily on bespoke relationship management and intergenerational legacy planning. Our specialist team provides expert guidance across:

Individuals & Families: Retirement planning, investment structuring, and lifetime compensation settlements.
Businesses & Professionals: Corporate financial audits, tax planning optimization, and business exit strategies.

We are looking for an experienced Paraplanner who is able to:

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 and 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

CANDIDATE REQUIREMENTS

Attained the Level 4 CII Diploma (or equivalent)
Experience of FE Analytics, Voyant and Salesforce/Aptus are advantageous
Good understanding of financial products and services
Strong analytical skills, specifically analysing records and providing detailed technical commentary
Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time)
Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals
A good understanding of the administration and support side of Paraplanning (e.g. business submission and preparation of Presentation Packs), as well as preparing reports and relevant documentation

Pay: £35,000.00-£40,000.00 per year

Education:

A-Level or equivalent (preferred)

Experience:

Financial services: 2 years (required)

Work Location: In person

Quick apply

Refine Your Search

paraplanner jobs in heanor, dby

Senior Paraplanner

Paraplanner

Paraplanner

Paraplanner

Financial Planning Administrator

Financial Planner

Discover related jobs

I want to receive the latest job alerts for paraplanner in heanor, dby

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected