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.
