Senior Technical Paraplanner

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 : removed)

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.

INDTRO