Technical Paraplanner

Thrive Group are delighted to be actively recruiting for our client, an expert in providing financial planning advice. They urgently seek a **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**:

- Diploma in Regulated Financial Planning (Dip FS)
- Advanced Pension Exam (AF3) or equivalent
- Previous paraplanning experience essential
- First rate communication and customer service skills
- Strong IT skills including back office systems

**What you will receive in return**:

- Salary £35,000 to £45,000 (depending on experience) plus discretionary quarterly bonuses
- Full-time, 37.5 hours per week
- Hybrid working / part-time hours available
- 25 days holiday plus BHs (increases with length of service)
- Life cover/income protection
- Health benefits
- Car allowance
- The chance to join a progressive firm with excellent career prospects available

**What you need to do next**:
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.

TrowPerm/SC