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Financial Paraplanner
Financial Paraplanner
Financial Paraplanner
Posted 2 months ago
- Trowbridge, Wiltshire
- Any
- External
Direct Response Employment Services are delighted to be supporting our award winning client in Trowbridge in the recruitment of a paraplanner to join the team on a permanent basis.
As a paraplanner you will have previous industry experience and be joining a professional and qualified team, on joining our client you will benefit from a structured training / induction programme which each new joiner passes through when joining this small and friendly team.
As a paraplanner your day to day duties will be as per below;
* Supporting the consultants ahead of their client meetings.
* Preparation of compliant and technical suitability reports and financial life plan reports detailing consultants recommendations to 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 any technical queries.
* Proactive in identifying investments / tax savings opportunities for clients.
* Manage and prioritise your own workload.
* Evaluate investment portfolios with consultants.
* Liaising and working closely with the service team.
To be considered for this role you will have prior industry experience and be chartered status or as a minimum working towards this along with paraplanning experience of ideally 5 years.
You will also posses excellent communication skills and knowledgeable within IT including experience of Microsoft packages Word and Excel.
On offer:
* £40,000 - £50,000 Per Annum.
* Discretionary quarterly bonus.
* 23 days holiday increasing to 25 days with service, plus bank holidays and the option to buy and sell holiday.
* Group income protection
* Life Cover (Death in service x 4)
* Wellness programme
If you would like to find out more information or to discuss this fantastic opportunity then we would love to hear from you
As a paraplanner you will have previous industry experience and be joining a professional and qualified team, on joining our client you will benefit from a structured training / induction programme which each new joiner passes through when joining this small and friendly team.
As a paraplanner your day to day duties will be as per below;
* Supporting the consultants ahead of their client meetings.
* Preparation of compliant and technical suitability reports and financial life plan reports detailing consultants recommendations to 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 any technical queries.
* Proactive in identifying investments / tax savings opportunities for clients.
* Manage and prioritise your own workload.
* Evaluate investment portfolios with consultants.
* Liaising and working closely with the service team.
To be considered for this role you will have prior industry experience and be chartered status or as a minimum working towards this along with paraplanning experience of ideally 5 years.
You will also posses excellent communication skills and knowledgeable within IT including experience of Microsoft packages Word and Excel.
On offer:
* £40,000 - £50,000 Per Annum.
* Discretionary quarterly bonus.
* 23 days holiday increasing to 25 days with service, plus bank holidays and the option to buy and sell holiday.
* Group income protection
* Life Cover (Death in service x 4)
* Wellness programme
If you would like to find out more information or to discuss this fantastic opportunity then we would love to hear from you