Paraplanner

3 weeks ago

Trowbridge, United Kingdom Partners Employment Full time

We are delighted to be working with our well-established Client based in the Southwest area.

This is a fantastic opportunity for a **Technical Paraplanner** to be welcomed into the team.

This is a full time, **hybrid working role within the financial services.**

**Duties Include**:

- Supporting the consultants
- Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the consultant’s recommendations for the client
- Client annual reviews
- Carry out technical research and analyse data collected
- Accurately invest client money as per Consultants’ recommendations post client meetings
- Liaise with clients post meetings answering technical queries
- Proactive in identifying investments/tax saving opportunities for clients
- Evaluate investment portfolios with consultants

**Skills and Experience Required**
- **Chartered Status**:

- **Worked in a Technical Paraplanner role for at minimum of 5 years**:

- **Strong knowledge of IT and with Back office system experience**

**Benefits of working for our Client**:

- **Job Type** Permanent, Full-time, 37.5 hours per week or Part-time. Part office based part home working
- **Qualifications** Chartered Status
- **Experience **5 years plus working as a Paraplanner
- **To Start **Immediately
- **Company benefits**:

- **Discretionary Quarterly Bonuses**:

- **Company Pension **5% employer 5% employee. Salary sacrifice offered.
- **Holiday Entitlement **23 days basic plus 8 bank holidays. 1 extra day after 2 years service, a further 1 for 5 years service. Ability to buy or sell up to 3 days holiday on top of this.
- **Group income protection**:

- **Group life cover **4 x death in service
- **Flexible Fridays ** - option to work 8am-4pm
- **Wellness Programme**:

- Unlimited access to a 24/7 online GP available to insured employees, their partners and children up to age 21
- Mental health support & consultations
- Second medical opinion
- Physiotherapy sessions
- Access to fitness plans and nutrition consultations
- Bereavement support & probate help

  • Paraplanner - Flexible Working

    4 weeks ago

    Trowbridge, United Kingdom mbf. Full time

    Mbf are working with an independently owned, Chartered Financial Planning practice to recruit an experienced/qualified Paraplanner. The business provides holistic advice to a portfolio of specialist HNW & UHNW clients, they are a reputable organisation thathave grown organically over the past 5 years. The client is looking to recruit an experienced &...

  • Paraplanner - Flexible Working

    2 weeks ago

    Trowbridge, Wiltshire, United Kingdom mbf. Full time

    Mbf are working with an independently owned, Chartered Financial Planning practice to recruit an experienced/qualified Paraplanner. The business provides holistic advice to a portfolio of specialist HNW & UHNW clients, they are a reputable organisation thathave grown organically over the past 5 years.The client is looking to recruit an experienced &...

  • Paraplanner

    2 weeks ago

    Trowbridge, Wiltshire, United Kingdom mbf. Full time

    Our client is a boutique Wealth Management business based in Trowbridge. As a modern-day wealth manager this organisation has a more personal approach to their work, by knowing their clients on a first name basis and regularly visiting the office. The firmhas been growing continuously over the past 5 years and have ambitious growth plans for the future. They...

  • Senior Technical Paraplanner

    3 weeks ago

    Trowbridge, United Kingdom Partners Employment Full time

    We are delighted to be working with our well-established Client based in the Southwest area. This is a fantastic opportunity for a Senior Technical Paraplanner to be welcomed into the team. This is a full time, hybrid working role within the financial services. **Duties Include**: - Supporting the consultants - Preparing compliant, technical suitability...

  • Paraplanner

    4 weeks ago

    Trowbridge, United Kingdom Heat Recruitment Full time

    Our client, based in Trowbridge, is growing and looking to expand. They are looking to speak to experienced Paraplanners that are interested in joining a collaborative and established financial planning firm. The firm have an excellent reputation and offer a hybrid working scheme with a mix of office and home working. What’s needed from you? Experience...

  • Technical Ifa Administrator

    4 weeks ago

    Trowbridge, United Kingdom Cranleigh Personnel Full time

    **Technical IFA Administrator** **Based Bradford on Avon** **Salary £25,000-£30,000** **Are you a technical IFA Administrator who wants to progress your technical skills?** - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Or have you been promised exams or study support,...

  • Technical Ifa Administrator

    4 weeks ago

    Trowbridge, United Kingdom Cranleigh Personnel Full time

    **Technical IFA Administrator** **Based Bradford on Avon** **Salary £25,000-£30,000** **Are you a technical IFA Administrator who wants to progress your technical skills?** - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Or have you been promised exams or study support,...