Paraplanner / Pension Sales Support

Charles derby
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Charles Derby is a National UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face to face service and have a large team of advisers spread across the UK to ensure this personal service is delivered in practice.

We are currently building a specialised team of paraplanners to support financial advisers in a new division of the company. Prior paraplanning experience is not essential, as all training provided but the candidate must have an interest in finance.

The candidate will be working as part of a team of paraplanners based in the company's Head Office. There are opportunities to progress within the team and into other roles across the company.

Main Tasks/Responsibilities

  • Liaising directly with case workers and advisers on a regular basis.

  • Contacting providers to obtain outstanding ceding scheme information

  • Analysing data and using research tools to provide solutions to meet client’s needs and objectives

  • Providing records to support research undertaken

  • Summary of client’s needs, objectives and recommendation via a suitability letter and client illustration.

  • Carrying out all tasks to be consistent with compliance procedures.

  • Communicating with the Intrinsic Compliance Team on a regular basis.


  • Maths and English GCSE A-C or equivalent

  • Knowledge of Financial Services Industry preferred

Key Skills

  • Good communication Skills - verbal and written

  • Attention to detail

  • Exceptional organisation and planning

  • Computer literate - Knowledge of Microsoft Word, Outlook and Excel