Technical Paraplanner

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

Benefits offered by this job

Life cover/income protection

Health benefits

23 days holiday + bank holidays

Job summary

Thrive Group are recruiting for a client who provides tailored financial planning advice. We seek a Technical Paraplanner on a permanent basis, with hybrid working after training and a salary of £45,000 to £50,000 depending on experience.

You will support consultants, prepare technical reports, manage client reviews, and research opportunities to benefit clients. The role requires Level 4 Diploma, paraplanning experience, and strong IT skills to operate back office systems.

Qualifications

• Previous paraplanning experience essential.
• Level 4 Diploma qualified.
• First rate communication and customer service skills.
• Strong IT skills including back office systems.

Responsibilities

• Support Consultants ahead of client meetings.
• Prepare compliant, technical suitability reports and 'Financial Life Plan' reports detailing recommendations.
• 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 after client meetings.
• Liaise with clients post meetings answering technical queries.
• Identify investments/tax saving opportunities for clients.

Skills

Paraplanning experience

Communication

IT skills

Education

Level 4 Diploma

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 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:

• 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 £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