Technical Paraplanner

Technical Paraplanner
Full Time OR Part Time
Hybrid Working
Trowbridge
Up to 55,000 + Bonuses + Good Benefits

Are you Level 4 Diploma qualified?
Have you worked in a Senior / Technical Paraplanner role for at least 3 years?

Our client is a forward thinking and multiple award winning wealth management firm and whilst their clients are important to them, nothing they do is possible without their happy and productive staff.

They are now looking for an experienced Paraplanner to join their team who is who is energetic, empathetic, motivating, a natural team player and keen to join a well-oiled machine.

A new joiner to their team can expect to work amongst highly qualified, smart and nice-natured peers, and can expect to benefit from a thorough and structured training programme that each new joiner passes through when they arrive at the firm.
The successful candidate will be encouraged to bring their own flare and enthusiasm to the Paraplanning team.

Day-to-day Paraplanning Duties

• Supporting the consultants ahead of their client meetings
• 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 on behalf of clients
• 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
• Manage and prioritise your work
• Evaluate investment portfolios with consultants
• Liaising and working closely with the Service Team

Skills, Experience & Qualifications Required

• Level 4 Diploma qualified
• Worked in a Technical Paraplanner role for at least 3 years
• Strong knowledge of IT, MS Word & Excel and with back-office system experience

An exceptional opportunity for the right personality, this position is an excellent choice for a candidate looking to get stuck into a varied and demanding but hugely rewarding position!

Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.