Senior Paraplanner

Job title: Senior Paraplanner
Location: Trowbridge
Salary: up to £50,000
Working pattern: Hybrid

Our client is a well established, forward thinking Wealth Management firm is on the lookout for an experienced Paraplanner to join their team!

Responsibilities:

• 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

Requirements:

• 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 (Desirable: Prestwood Truth)
• Evaluate investment portfolios with consultants
• Liaising and working closely with the Service Team

Benefits:

• Discretionary Quarterly Bonuses
• Company Pension 5% employer 5% employee. Salary sacrifice offered.
• Holiday Entitlement 23 days basic plus 8 bank holidays.
• Group income protection
• Group life cover 4 x death in service
• Wellness Programme