Location
TROWBRIDGE
Salary £40000 - £50000 TypePermanent WorkplaceOn-Site Ref85551
Recruiter Managing This Role
Job title: Senior Paraplanner
Location: Trowbridge
Salary: up to £50,000
Working pattern: Hybrid
Our client is a well established, forward thinking Wealth Management firm is on the lookout for an experienced Paraplanner to join their team!
Responsibilities:
1. Supporting the consultants ahead of their client meetings
2. Preparing compliant, technical suitability reports and Financial Life Plan reports detailing the consultants recommendations for the client
3. Client annual reviews
4. Carry out technical research and analyse data collected on behalf of clients
5. Accurately invest client money as per Consultants recommendations post client meetings
6. Liaise with clients post meetings answering technical queries
Requirements:
7. Chartered Status, or working towards
8. Worked in a Technical Paraplanner role for at least 5 years
9. Strong knowledge of IT and with Back office system experience (Desirable: Prestwood Truth)
10. Evaluate investment portfolios with consultants
11. Liaising and working closely with the Service Team
Benefits:
12. Discretionary Quarterly Bonuses
13. Company Pension 5% employer 5% employee. Salary sacrifice offered.
14. Holiday Entitlement 23 days basic plus 8 bank holidays.
15. Group income protection
16. Group life cover 4 x death in service
17. Wellness Programme
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