Senior Paraplanner

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice. They urgently seek a Senior Technical Paraplanner to join the team on a permanent basis.

What you will be doing :

• Supporting the Consultants ahead of client meetings
• 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 Consultant's recommendations post client meetings
• Liaise with client's post meetings answering technical queries
• Proactive in identifying investments / tax saving opportunities for clients

What you will need to succeed :

What you will receive in return :

23 days holiday plus BHs (increases with len...