Reference ID





to c£30,000 plus benefits

Contact Person

Angela Liscombe

Job description


Derby (Our Ref AL911)

Salary to c£30,000 plus benefits


An excellent opportunity has arisen for an experienced paraplanner to join a vibrant team based on the outskirts of Derby.  Our client is an established and growing Chartered Financial Planning organisation providing independent financial advice to Private and Corporate clients.

You will work closely with Financial Planners and will be responsible for creating reports and financial plans for clients in the areas of investments, retirement planning, pension transfers and protection.

It is envisaged that you will have previous paraplanning experience and will be level 4 Diploma qualified or well on your way to achieving this.  Full support is on offer for the attainment of further professional qualifications and should you wish to work towards an advisory role within the company in the future, then this can be accommodated.

If this role is of interest, then please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website.


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