Technical Paraplanner
Easy Apply
Posted
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a 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 service)
- Life cover/income protection
- Health benefits
- The chance to join an established yet progressive firm
What you need to do next:
If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group :
Thrive Group are acting as an employment agency in relationship to this vacancy.
If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.
INDTRO
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