Paraplanner part time 22.5 hours per week across 3 days, flex start and finish times available Derby (Our Ref AL1375) core office days Tues and Wed, other days working from home after probation period Salary to c£35,000 full time equivalent (negotiable depending on experience and qualifications) An exciting opportunity for an experienced Paraplanner with 2-3 years experience within an established wealth management organisation. CII Diploma level 4 is not essential but good technical/industry knowledge is required. Main responsibilities of the role: Conduct client research - Prepare research, and paperwork for client review meetings Compile suitability reports from structured templates Prepare complex annual client review letters Process complex new business cases Be responsible for following process and procedures Pursue personal development of skills and knowledge necessary for the effective performance of the role To provide advanced business support for Financial Planners, working within agreed business objectives Providing accurate information to the management team when requested Skills, Qualifications and Experience Required: Ability to empathise and build strong business relationships Ability to interpret data and produce recommendations with supporting evidence Back-office systems, preferably Iress Xplan (possible business progression to Intelliflo so a knowledge of this system is also preferable) Excellent standard of written and verbal communication Experience