Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored 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:

• Previous paraplanning experience essential
• Level 4 Diploma qualified
• First rate communication and customer service skills
• Strong IT skills including back office systems

What you will receive in return :

• Salary -45,000 to -55,000 (depending on experience)
• Discretionary quarterly bonuses
• Full-time, 37.5 hours per week
• Hybrid working available after training
• 23 days holiday plus BHs (increases with length of service)
• Life cover/income protection
• Health benefits
• The chance to join an established yet progressive firm

What you need to do next:
If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group :
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.
INDTRO