Back Posted: Jun 21 2025

Senior Technical Paraplanner

Trowbridge, England , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

Description

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 clientsWhat you will need to succeed:

Previous paraplanning experience essential
Chartered status, or working towards
First rate communication and customer service skills
Strong IT skills including back office systemsWhat you will receive in return :

Salary £45,000 to £50,000 (depending on experience)
Discretionary quarterly bonuses
Full-time, 37.5 hours per week
Hybrid working available after training
23 days holiday plus BHs (increases with length of service)
Life cover/income protection
Health benefits
The chance to join an established yet progressive firmWhat you need to do next:

If this position sounds of interest and you would like to be considered, please contact Sarah at Thrive Group : sarah.collins@ (url removed)

Thrive Group are acting as an employment agency in relationship to this vacancy.

If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.

INDTRO

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: June 21, 2025
Job id:. CV-55752
Position Type: Permanent
Applicants: 0
Views: 21

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