Senior Paraplanner

Regional Recruitment; Derby; In loco; GBP 42.000 - 54.000; Tempo pieno

Descrizione del lavoro

Regional Recruitment is seeking a Senior Paraplanner in Derby to join a growing financial planning team. You’ll provide high‑quality technical and research support to Financial Advisers, preparing suitability reports, researching products and investments, and assisting with complex client cases.

We’re looking for a technically strong paraplanner with excellent attention to detail, strong report‑writing skills and a solid understanding of financial planning and investment matters.

Competenze

• Technically strong paraplanner with excellent attention to detail.
• Strong report-writing skills and a solid understanding of financial planning and investments.
• Experience supporting Financial Advisers and preparing suitability reports.

Mansioni

• Provide high-quality technical and research support to Financial Advisers.
• Prepare suitability reports and research products and investments.
• Assist with complex client cases and progress cases through to completion.

Conoscenze

Technical paraplanning

Report writing

Research skills

Descrizione del lavoro

Senior Paraplanner - Derby

An exciting opportunity for an experienced Senior Paraplanner to join a growing financial planning team in Derby.

You’ll provide high-quality technical and research support to Financial Advisers, preparing suitability reports, researching products and investments, and assisting with complex client cases.

We’re looking for a technically strong paraplanner with excellent attention to detail, strong report-writing skills and a solid understanding of financial planning and investment matters.

A great opportunity for an experienced Senior Paraplanner looking to take the next step within a supportive and growing team