Senior technical paraplanner

Job Description

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 :

1. Salary £45,000 to £50,000 (depending on experience)
2. Discretionary quarterly bonuses
3. Full-time, 37.5 hours per week
4. Hybrid working available after training
5. 23 days holiday plus BHs (increases with length of service)