Technical Paraplanner

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 meetingsPreparing compliant, technical suitability reports and ''Financial Life Plan'' reports detailing the Consultant''s recommendations for the clientManage client annual reviewsCarry out technical research and analyse data collected on behalf of clientsAccurately invest client money as per Consultant''s recommendations post client meetingsLiaise with client''s post meetings answering technical queriesProactive in identifying investments/tax saving opportunities for clientsWhat you will need to succeed:Previous paraplanning experience essentialLevel 4 Diploma qualifiedFirst rate communication and customer service skills Strong IT skills including back office systemsWhat you will receive in return :Salary 45,000 to 55,000 (depending on experience)Discretionary quarterly bonusesFull-time, 37.5 hours per weekHybrid working available after training23 days holiday plus BHs (increases with length of service)Life cover/income protectionHealth benefitsThe chance to join an established yet progressive firmWhat you need to do next:If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : Thrive Group are acting as an employment agency in relationship ..... full job details .....