Paraplanner Location: Somerset Contract: Permanent, Full-Time Salary: £40,000 - £45,000 per annum Start Date: Flexible Contact: (url removed) *Hybrid Working Arrangements* Job Description Service Care Solutions are working with a nationwide financial advisory network to recruit an experienced Paraplanner to one of their offices in Somerset. This post will play a key role in supporting Financial Planners and delivering exceptional service to the firm’s clients. This a fantastic opportunity for growth and development as this position will act as a lead for the other Paraplanners in the team, providing real expertise to the firm. This financial advisory network also offer exceptional progression opportunities and highly value their employee wellbeing packages. Key Responsibilities Collaborating with Financial Planners to understand and document client goals. Preparing detailed financial reports and conducting thorough research and analysis. Liaising with product providers and maintaining accurate client records Supporting pre-meeting preparation through data gathering and analysis Analysis of client policies (incl. pensions, investments, protection) to review whether they are still aligned with their objectives. Work closely with the financial adviser & admin team to follow cases through to completion in a timely manner Preparation of client review letters and suitability reports fo...