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Financial Paraplanner

2 months ago

Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full time
Paraplanner Job Opportunity

Direct Response Employment Services is proud to partner with our esteemed client in Trowbridge to recruit a skilled Paraplanner to join their team on a permanent basis.

As a Paraplanner, you will leverage your industry experience and expertise to support the consultants in preparing compliant and technical suitability reports, financial life plan reports, and client annual reviews.

Key Responsibilities:

  • Support consultants in client meetings and prepare reports detailing recommendations.
  • Conduct technical research and analyze data to inform client decisions.
  • Accurately invest client money and liaise with clients post-meetings.
  • Identify investment and tax savings opportunities for clients.
  • Manage workload, evaluate investment portfolios, and liaise with the service team.

Requirements:

  • Prior industry experience and chartered status or working towards it.
  • Paraplanning experience of ideally 5 years.
  • Excellent communication skills and knowledge of IT, including Microsoft packages Word and Excel.

What We Offer:

  • Competitive salary: £40,000 - £50,000 per annum.
  • Discretionary quarterly bonus.
  • 23 days holiday increasing to 25 days with service, plus bank holidays and the option to buy and sell holiday.
  • Group income protection.
  • Life Cover (Death in service x 4).
  • Wellness programme.

If you are a motivated and experienced Paraplanner looking for a new challenge, we would love to hear from you.