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
* Chartered status, or working towards
* First rate communication and customer service skills
* Strong IT skills including back office systems
What you will receive in return :
* Salary £45,000 to £50,000 (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.
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