Technical Paraplanner
Location: Essex
Contract: Permanent
Salary: £45,000 - £55,000 per annum
Start Date: Flexible
Contact: (url removed)
Job Description
Service Care Solutions are recruiting for a Technical Paraplanner on behalf of a leading nationwide Independent Financial Advisory to join their growing team in Essex. This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.quality, regulatory compliance, and continuous development within the paraplanning team.
Key Responsibilities
Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients.
Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information.
Independently write new suitability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP / SSAS.
Use technical software to complete comparisons and detailed analysis of a client’s contracts including reviewing the specific contract benefits and the effects should changes be made.
Assist in ensuring all client fees and company records are compliant in line with FCA regulations.
Ensure back-office system is maintained detailing all ongoing actions and workflow.Candidate Criteria
Prior experience in Paraplanning role within financial services (3+ years)
Level 4 DipPFS qualified or similar with desire to achieve Chartered status
Understanding of the advice process
Exceptional organisational skills, able to work well under pressure and adapt to changing priorities
Excellent communication skills, both written and verbally
Ability to work collaboratively with colleagues and build strong relationships
A strong work ethic and a flexible attitude
Self-motivation, resilience and a clear focus on attention to detail and a high-quality output.If you are interested in the role, or know of anyone who could 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