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About the Role
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 clientsWhat 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 ...
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 clientsWhat 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 ...
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