About this role
Senior Paraplanner Full Time OR Part Time Hybrid Working Trowbridge Up to c.£55,000 + Quarterly Bonuses + Good Benefits
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 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 meetingsPreparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the clientClient annual reviewsCarry out technical research and analyse data collected on behalf of clientsAccurately invest client money as per Consultants' recommendations post client meetingsLiaise with clients post meetings answering technical queriesProactive in identifying investments/tax saving opportunities for clientsManage and prioritise your workEvaluate investment portfolios with consultantsLiaising and working closely with the Service Team Skills, Experience & Qualifications Required
Level 4 Diploma qualifiedWorked in a Technical Paraplanner role for at least 3 yearsStrong 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.