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

Financial Administrator
Aristotle Financial Planning —Derby
- £26,000 - £30,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- CRM software
- Financial services
- Free parking
- Flexitime
Quick apply
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AMG Wealth Management —Allestree
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- Full-time
- Microsoft Office
- Analysis skills
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The Progeny Group Limited —Nottingham
- Full-time
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- Financial services
- Employee assistance programme
- Referral programme
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Foster Denovo —Derby
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Cooper Parry —Derby
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Financial Administrator

Aristotle Financial Planning
Derby

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Job details

Permanent | Part-time | Full-time | Part-time upon request
£26,000 - £30,000 a year
2 days ago

Benefits

Free parking
Flexitime
Company pension
Flexible schedule
On-site parking

Qualifications

Microsoft Word
CRM software
Financial planning
Pension
Suitability report preparation
Microsoft Office Suite
Financial services
Communication skills
Certificate in Insurance

Full job description

Aristotle Financial Planning is an independent financial planning firm in Derby, working with clients across the East Midlands and wider UK. We help individuals, families and business owners organise and optimise their personal finances to enable awesome lives – including retirement and pension planning, investments, protection, and estate and inheritance tax planning. The firm is led by James Wallis, Chartered Financial Planner.

We're deliberately small and advice-led: no in-house products, no sales targets, no restricted panel. Independent means independent.

The role

This is the first hire of its kind, so you'll shape it. You'll take the administration off the adviser's desk and, over time, take on as much of the technical work as you want to.

Day to day:

Preparing client meeting packs, valuations and documentation
Keeping the CRM and client records accurate and up to date
Processing new business, applications, transfers and policy amendments on platforms such as Fundment and Transact
Chasing providers for information - pension schemes are slow, and part of this job is being politely relentless
Supporting compliance: file checks, record-keeping and audit trails
Handling client enquiries by phone and email, professionally and promptly
Gathering and organising data ahead of advice being given

As you develop, that broadens into cash flow modelling, research, and drafting suitability reports - the paraplanning work.

Where this goes

If you want to progress, we'll back you properly:

Exams fully funded (first attempt only, resit costs met by the candidate). R0 series through to Diploma, and on to Chartered if that's your ambition. Study support, not just the invoice paid.
Route to Paraplanner, and to Adviser after that if that's what you want. In a small firm you can see the whole client journey from first meeting to implementation to annual review, which is how people actually learn this job.
Direct, daily mentoring from a Chartered Financial Planner. No layers between you and the technical work.

Equally, if you want to be an excellent administrator and stay there - that's a genuinely valuable career and we'll pay for it accordingly. No pressure either way.

Flexibility

We're small, so we can be sensible about this:

Full-time or part-time - tell us what works and we'll look at it seriously
Roughly 50% in the Derby office, 50% wherever suits you
Flexible hours around school runs, appointments and real life
Compressed weeks, term-time patterns, staggered start times - all discussable

We care about the work being done well, not about where you were sitting when you did it.

What we're looking for

Financial services experience is welcome but not essential. What matters:

Genuinely organised, with the attention to detail that regulated work demands
Clear, confident written and verbal communication; you'll be speaking directly to clients
Comfortable with numbers and able to spot when something doesn't look right
Competent with Microsoft 365, particularly Excel and Word; quick to pick up new systems
Able to prioritise and see things through without being chased

Useful if you have it: prior financial planning, wealth management, mortgage or paraplanning experience; existing CII/CISI qualifications or progress towards them; experience with adviser platforms or CRM systems.

Pay: £26,000.00-£30,000.00 per year

Benefits:

Flexitime
Free parking
On-site parking

Work Location: Hybrid remote in Derby DE22

Quick apply

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