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
