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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.


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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