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:
* Supporting the consultants ahead of their client meetings
* Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the consultant’s recommendations for the client
* Client annual reviews
* Carry out technical research and analyse data collected on behalf of clients
* Accurately invest client money as per Consultants’ recommendations post client meetings
* Liaise with clients post meetings answering technical queries
Requirements:
* Chartered Status, or working towards
* Worked in a Technical Paraplanner role for at least 5 years
* Strong knowledge of IT and with Back office system experience (Desirable: Prestwood Truth)
* Evaluate investment portfolios with consultants
* Liaising and working closely with the Service Team
Benefits:
* Discretionary Quarterly Bonuses
* Company Pension 5% employer 5% employee. Salary sacrifice offered.
* Holiday Entitlement 23 days basic plus 8 bank holidays.
* Group income protection
* Group life cover 4 x death in service
* Wellness Programme
#li-ss1