Job Description
Paraplanner
Location: Leicestershire
Contract: Permanent, Full-Time
Salary: £35,000 - £45,000 per annum
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk
Working Arrangements: Hybrid following probation
Job Description
Service Care Solutions are working with a respected financial advisory firm to recruit an experienced Paraplanner to join their growing team.
In this role, you’ll provide comprehensive paraplanning support to advisers — conducting research, analysing portfolios, and producing high-quality suitability reports. You’ll play a vital role in ensuring clients receive accurate, compliant, and tailored financial advice.
This position offers the opportunity to work closely with senior advisers, gain exposure to complex cases, and contribute directly to the firm’s continued success.
Key Responsibilities
1. Conduct provider and product research, fund performance analysis, and cashflow modelling (using FE Analytics or similar tools).
2. Prepare bespoke, compliant suitability reports aligned with individual client objectives.
3. Analyse Fact Finds and KYC documentation to determine appropriate recommendations.
4. Support advisers and senior staff with tec...