Paraplanner
Location: Wiltshire
Contract: Permanent
Salary: £40,000 - £50,000 per annum
Start Date: Flexible
Contact: (url removed)
*Hybrid Working*
Job Description
Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Wiltshire to join the team on a permanent basis. The firm is forward-thinking, multi-award winning and they invest in the development and progression of their staff with extensive training and courses.
This role is key to supporting the technical team in providing financial advice to a wide range of clients, ensuring all duties are carried out effectively and in line with firm standards.
Main Responsibilities
Supporting the consultants ahead of their client meetings
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 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 TeamCandidate Criteria
Level 4 Diploma as a minimum with experience post qualification
Experience in a Paraplanner role for a minimum of 3 years
Great technical ability with experience of dealing with a range of clients
Strong knowledge of IT, MS Word & Excel and with back-office system experienceIf you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed