Technical Paraplanner

Thrive Group; Trowbridge; On-site; GBP 36,000 - 48,000; Full time

Job summary

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

Responsibilities

• Supporting the Consultants ahead of client meetings
• Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the Consulta

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 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 Consulta