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Senior Paraplanner

Job Description

Thrive Group are delighted to be actively recruiting for our client who is an expert in providing financial planning advice they are seeking a Senior Paraplanner to join the team on a permanent basis.

What you will be doing:

  • Running the paraplanning team, you will be leading and motivating staff on a secondment basis including performance evaluations
  • Managing and allocating workflow across the paraplanning team
  • 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 client's post meetings answering technical queries
  • Proactive in identifying investments/tax saving opportunities for clients
  • Manage and prioritise your work
  • Evaluate investment portfolios with consultants

What you will need to succeed:

  • A minimum of Diploma in Regulated Financial Planning (Dip PFS), or equivalent.
  • The ability to demonstrate a high level of pension knowledge with AF3, or equivalent
  • Proven track record in a similar role.
  • Staff management experience

What you will receive in return :

  • Salary £45,000 to £55,000 (depending on experience) plus discretionary quarterly bonuses
  • Full-time, 37.5 hours per week
  • Hybrid working available
  • Holiday Entitlement 20 days plus 8 bank holidays (increases with length of service)
  • Company Pension 5% enrolment
  • Excellent career prospects

What you need to do next:

If this position sounds of interest and you would like to be considered. Please contact Sarah at Thrive Group on 01225 632666 or email sarah.elliott@

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.