Technical Paraplanner
* Location: Trowbridge, Wiltshire
* Salary: £40,000 - £50,000 (depending on experience) plus discretionary quarterly bonuses
* Job Type: Permanent, Full-time (37.5 hours per week) or Part-time. Hybrid working model (part office, part home-based)
My Client are a personalised Wealth Management company who specialise in giving expert financial planning advice to Dentists, Business Owners and Private Clients. They seek a dedicated, full time Technical Paraplanner to join their friendly, busy and vibrant team based in Wiltshire, with 50% office based and the rest home working
Day-to-Day Duties
* Support consultants ahead of client meetings by preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports.
* Conduct client annual reviews and carry out technical research and data analysis on behalf of clients.
* Accurately invest client money as per consultants’ recommendations post-meetings.
* Liaise with clients post-meetings to answer technical queries and proactively identify investment/tax saving opportunities.
* Manage and prioritise workload, evaluate investment portfolios with consultants, and work closely with the Service Team.
Skills, Experience & Qualifications Required
1. Level 4...