More jobs:
Technical Paraplanner
Job in
Trowbridge, Wiltshire, BA14, England, UK
Listed on 2026-09-12
Listing for:
Thrive Group
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Accounting & Finance, Financial Reporting
Job Description & How to Apply Below
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
- Previous paraplanning experience essential
- Level 4 Diploma qualified
- First rate communication and customer service skills
- Strong IT skills including back office systems
- 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)
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