Financial Paraplanner

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.