Senior Technical Paraplanner

The Thrive Group; Trowbridge; On-site; GBP 45,000 - 50,000; Full time

Job summary

A leading financial advisory firm is urgently seeking a Senior Technical Paraplanner in Trowbridge. This permanent role involves supporting consultants, preparing detailed client reports, and managing annual reviews. Ideal candidates will have financial planning experience and excellent communication skills. The role offers a salary between £45,000 and £50,000, with discretionary bonuses and a hybrid working option after training.

Benefits

Discretionary quarterly bonuses

23 days holiday plus bank holidays

Life cover/income protection

Health benefits

Hybrid working after training

Qualifications

• Proven financial planning experience is essential.
• Chartered status or pursuing it is required.
• Excellent communication and customer service skills.

Responsibilities

• Support Consultants before client meetings.
• Prepare compliant, technical suitability reports.
• Manage client annual reviews.
• Conduct technical research and analyze client data.
• Invest client funds per recommendations after meetings.
• Address technical queries from clients post meetings.
• Identify investment and tax-saving opportunities.

Skills

Financial planning experience

Chartered status or working towards it

Communication skills

Customer service skills

Strong IT skills

Tools

Back office systems

Job description

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 client's post meetings answering technical queries
• Proactive in identifying investments/tax saving opportunities for clients

What you will need to succeed:

• Previouslanning experience essential
• Chartered status, or working towardsFirst rate communication and customer service skills
• Strong IT skills including back office systems

What you will receive in return :

• Salary £45,000 to £50,000 (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 : sarah.collins@ thrivegroup.co.uk

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.