Technical Paraplanner

Technical Paraplanner (936873) Trowbridge, England

Salary: GBP
45000 - GBP
55000 per annum

Role:
Technical Paraplanner (permanent).

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:

• First rate communication and customer service skills
• Strong IT skills including back office systems

What you will receive in return :

• Salary £45,000 to £55,000 (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
• The chance to join an established yet progressive firm