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Paraplanner
Job Summary
Advertiser
Salary / Rate
Posted
North Oak Recruitment
£28,000 - £38,000
16th March 2026
Location
Start Date
Derbyshire
Type
Job Sector
permanent
Accountancy
Paraplanner Derby outskirts (our ref AL1394) Salary to £38,000 dep on exp benefits My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint a further paraplanner to join their team. RESPONSIBILITIES * 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 * 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…
