Paraplanner - Trowbridge, United Kingdom - Partners Employment

Partners Employment

Verified Company

Trowbridge, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are delighted to be working with our well-established Client based in the Southwest area.

This is a fantastic opportunity for a
Technical Paraplanner to be welcomed into the team.

This is a full time,
hybrid working role within the financial services.

Duties Include:

Supporting the consultants
Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the client
Client annual reviews
Carry out technical research and analyse data collected
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
Evaluate investment portfolios with consultants

Skills and Experience Required
-
Chartered Status:

-
Worked in a Technical Paraplanner role for at minimum of 5 years:

Strong knowledge of IT and with Back office system experience

Benefits of working for our Client:

Job Type Permanent, Full-time, 37.5 hours per week or Part-time. Part office based part home working

-
Qualifications Chartered Status
-
Experience 5 years plus working as a Paraplanner
-
To Start Immediately

-
Company benefits:

-
Discretionary Quarterly Bonuses:

-
Company Pension 5% employer 5% employee. Salary sacrifice offered.
-
Holiday Entitlement 23 days basic plus 8 bank holidays. 1 extra day after 2 years service, a further 1 for 5 years service. Ability to buy or sell up to 3 days holiday on top of this.

-
Group income protection:

-
Group life cover 4 x death in service
-
Flexible Fridays - option to work 8am-4pm

-
Wellness Programme:

Unlimited access to a 24/7 online GP available to insured employees, their partners and children up to age 2
Mental health support & consultations
Second medical opinion
Physiotherapy sessions
Access to fitness plans and nutrition consultations
Bereavement support & probate help