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Senior Paraplanner
Hybrid Working
Full or Part Time
Trowbridge
Up to 50,000 +Bonuses
Do you have 5+ years experience as a Paraplanner?
Interested in a new career challenge within a growing and dynamic practice?
A forward-thinking firm who encourages and supports its staff is looking to recruit an experienced Senior Paraplanner to join their friendly team.
The successful candidate will be encouraged to bring their own flare and enthusiasm to the Paraplanning team, whilst embodying the client centric values of the company. They are looking for someone who is energetic, empathetic, motivating and a natural team player.
Paraplanning duties will include;-
- 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
- Proactive in identifying investments/tax saving opportunities for clients
- Evaluate investment portfolios with consultants
- Liaising and working closely with the Service Team
Skills, Experience & Qualifications required;-
- 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
The firm pride themselves on their processes and continue to evolve and improve their clients' experience. It is imperative that the candidate has an excellent telephone manner and superb customer service skills.
The successful candidate will demonstrate high inter-personnel and organisational attributes and be ready to support the rapid growth of this dynamic financial planning practice.
Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unsuccessful.
