Technical Paraplanner

7 days ago

Trowbridge, United Kingdom THRIVE GROUP LTD Full time

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

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