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- Tasks: Support consultants by preparing technical reports and managing client reviews.
- Company: Join a progressive firm that excels in tailored financial planning advice.
- Benefits: Competitive salary, bonuses, hybrid work, and generous holiday allowance.
- Other info: Enjoy a dynamic work environment with opportunities for professional development.
- Why this job: Make a real difference in clients' financial lives while growing your career.
- Qualifications: Previous paraplanning experience and Level 4 Diploma required.
The predicted salary is between 45000 - 55000 £ per year.
Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior 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 clients 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.
Technical Paraplanner in England employer: Thrive Group
Contact Detail:
Thrive Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a Technical Paraplanner role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge and client management skills. Be ready to discuss how you've supported consultants in the past and how you can bring value to their team. Confidence is key!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for tailored opportunities that suit your skills as a Senior Technical Paraplanner. We’ve got your back!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It’s a great chance to reiterate why you’re the perfect fit for their team.
We think you need these skills to ace Technical Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous paraplanning experience and any relevant qualifications, like your Level 4 Diploma. We want to see how you fit into our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with what we’re looking for. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills: Since strong communication is key for this role, make sure your application showcases your ability to convey complex information clearly. Whether it's through your CV or cover letter, let us see your knack for effective communication!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Thrive Group
✨Know Your Stuff
Make sure you brush up on your paraplanning knowledge and the specific financial planning advice that the company provides. Familiarise yourself with technical suitability reports and Financial Life Plans, as these will likely come up in conversation.
✨Showcase Your Communication Skills
Since strong communication is key for this role, practice articulating your thoughts clearly and confidently. Prepare examples of how you've effectively communicated complex information to clients or colleagues in the past.
✨Demonstrate Your IT Proficiency
Be ready to discuss your experience with back office systems and any relevant software. If you have specific tools you’ve used, mention them and explain how they helped you manage client data or streamline processes.
✨Prepare Questions
Think of insightful questions to ask about the company’s approach to client reviews and investment opportunities. This shows your interest in the role and helps you gauge if the company aligns with your career goals.