At a Glance
- Tasks: Support financial consultants by preparing detailed reports and plans for client meetings.
- Company: Join a leading firm in tailored financial planning advice.
- Benefits: Permanent position with stability and growth opportunities.
- Other info: Be part of a supportive team focused on client success.
- Why this job: Make a real difference in clients' financial lives while developing your skills.
- Qualifications: Experience in financial planning or paraplanning is a plus.
The predicted salary is between 38250 - 46750 £ 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 Technical Paraplanner to join the team on a permanent basis.
The role will involve supporting the Consultants ahead of client meetings and preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consulta.
This permanent opportunity offers stability and a clear path to contribute to comprehensive
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Technical Paraplanner: Financial Life Plans & Report Prep in Trowbridge employer: Thrive Group
Thrive Group is an exceptional employer that prioritises employee development and fosters a collaborative work culture in the heart of Wiltshire. With a commitment to quality assurance, employees benefit from ongoing training opportunities and a supportive environment that encourages innovation and professional growth. Join us to be part of a team that values your contributions and offers a rewarding career path in a thriving industry.
