Paraplanner

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  • Permanent
  • Trowbridge
  • Salary: £30K to 40K

Direct Response are pleased to be working with an established business in Trowbridge who are expanding and seeking to recruit a Paraplanner on a permanent basis.

 Day-to-day

The successful candidate will be working with an exceptional team of high achievers where they will be supporting the consultants ahead of their client meetings. Key Paraplanner duties include:

  • 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 Consultants’ recommendations post client meetings
  • Liaise with clients post meetings answering technical queries
  • Proactive in identifying investments/tax saving opportunities for clients
  • Manage and prioritise your work
  • Evaluate investment portfolios with consultants
  • Liaising and working closely with the Service Team

Skills & Qualifications Required

  • A minimum of the Diploma in Regulated Financial Planning (Dip PFS)
  • Advanced Pension exam AF30 or G60 or demonstrate a high level of advanced pension knowledge
  • Worked in a similar role for at least 2 years
  • Achieved or aspires to Chartered status
  • Back-office system experience (We use Prestwood Professional)

This position will be working remotely to start but then partly office based when normality resumes

Monday to Friday 09:00 to 17:00

Start date 1/6/2021

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