Technical Paraplanner (936873) Trowbridge, England
Salary: GBP45000 - GBP55000 per annum
Role: Technical Paraplanner (permanent).
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:
* 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
* The chance to join an established yet progressive firm
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