Start Your Search Here

push notification bell

Would you like to receive notifications about Banking jobs in Trowbridge, Wiltshire?

push notification bell

You have blocked notifications

Oops! You have blocked notifications. Click here for more info

You have blocked notifications, please check your browser settings.

push notification bell

You're currently subscribed to job notifications

Want to change your notifications for job alerts?

push notification bell

Subscribe to notifications

You will no longer receive notifications

Job Search

Thrive Group

Trowbridge, Wiltshire / Global

Technical Paraplanner

  • Hybrid
  • Part Time

Job Summary

Job Type:
Part Time
Work Settings:
Hybrid
Apply Now

Job Description

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 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:
  • Previous paraplanning experience essential
  • Level 4 Diploma qualified
  • First rate communication and customer service skills
  • Strong IT skills including back office systems
What you will receive in return :
  • 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)
  • Life cover/income protection
  • Health benefits
  • The chance to join an established yet progressive firm
What 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 to this vacancy.
If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.
PRMSTH

TPBN1_UKTJ

Apply Now

Similar Opportunities

View all jobs