Technical Paraplanner - £45,000 - £50,000 A Year

Job DescriptionThrive 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.\ N What you will be doing : \ N \n \n Supportingthe Consultants ahead of client meetings \ N Preparing compliant, technical suitability reports and ‘Financial Life Plan' reports detailing the Consultant's recommendations for the client \ N Manage client annual reviews \ N Carry out technical research and analyse data collected on behalf of clients \ N Accurately invest client money as per Consultant's recommendations post client meetings \ N Liaise with client's post meetings answering technical queries \ N Proactive in identifying investments/tax saving opportunities for clients \ N What you will need to succeed: \ N \n \n Previous paraplanning experience essential \ N Level 4 Diploma qualified \ N First rate communication and customer service skills \ N Strong IT skills including back office systems \ N What you will receive in return : \ N \n \n Salary £45,000 to £50,000 (depending on experience) \ N Discretionary quarterlybonuses \ N Full-time, 37.5 hours per week \ N Hybrid working available after training \ N 23 days holiday plus BHs (increases with length of service) \ N Life cover/income protection \ N Health benefits \n The chance to join an established yet progressive firm \ N What you need to donext: \ N \nIf this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group :\ N \nThrive Group are acting as an employment agency in relationship to this vacancy.\ N \nIf you have not heardfrom a consultant within 7 days, please assume you have been unsuccessful on this occasion.\ N PRMSTH \n \n JBRP1_UKTJ