Website response_direct Direct Response Employment Services
Direct Response Employment Services is your local employment agency based in the centre of Trowbridge, Wiltshire
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.
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