Technical Paraplanner

New Yesterday

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis.
What you will be doing :
Supporting the Consultants ahead of client meetings
Preparing compliant, technical suitability reports and ‘Financial Life Plan' reports detailing the Consultant's recommendations for the client
Manage client annual reviews
Carry out technical research and analyse data collected on behalf of clients
Accurately invest client money as per Consultant's recommendations post client meetings
Liaise with client's post meetings answering technical queries
Proactive in identifying investments/tax saving opportunities for clients
What you will need to succeed:
Previous paraplanning experience essential
Level 4 Diploma qualified
First rate communication and customer service skills
Strong IT skills including back office systems
What you will receive in return :
Salary £45,000 to £55,000 (depending on experience)
Discretionary quarterly bonuses
Full-time, 37.5 hours per week
Hybrid working available after training
23 days holiday plus BHs (increases with length of servi...
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Location:
Trowbridge
Salary:
not provided
Job Type:
PartTime
Category:
Accounting & Finance

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