Senior paraplanner Work, Jobs in Creswell, Dby (with Salaries)

Senior Paraplanner
AMG Wealth Management —Allestree
- £35,000 - £40,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
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Senior Paraplanner

AMG Wealth Management
Allestree

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Job details

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

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

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