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Technical paraplanner

Trowbridge
Permanent
Direct Response Employment Services
Posted: 1h ago
Offer description

Direct Response Employment Services are recruiting for a Technical Paraplanner to join our clients team on a permanent basis. Our client is a highly personalised Wealth Management company specialising in expert financial planning advice for business owners, and private clients. As a Paraplanner you will work closely with our financial advisors to provide exceptional support in developing comprehensive financial plans for our diverse clientele. Your attention to detail, strong analytical skills, and ability to communicate effectively will be invaluable as you assist in gathering, analysing, and organising client information. On Offer: * Assist financial advisors in developing detailed financial plans for clients. * Gather and analyse financial data from clients to inform planning decisions. * Prepare reports and documentation necessary for client meetings. * Conduct research on investment products, insurance policies, and tax strategies. * Maintain accurate and organised client files and records for compliance purposes. * Coordinate and schedule client meetings to discuss financial plan progress. * Continuously update and refine financial plans as clients’ needs and circumstances change. What we are looking for: * Chartered status or working towards this. * 5 years experience within a technical paraplanner role. * Excellent written and verbal communication abilities. * Excellent I...

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