Overview
Paraplanner — Location: Gloucestershire • Contract: Permanent • Start Date: Flexible
Service Care Solutions are recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will provide various support functions for Wealth Managers and Financial Advisors. The role includes preparing high-quality client reports, conducting technical research, and ensuring all recommendations are accurate, compliant, and aligned with client objectives.
Responsibilities
* Prepare high-quality client reports
* Conduct technical research
* Ensure recommendations are accurate, compliant, and aligned with client objectives
Candidate Criteria
* Previous experience as a Paraplanner, ideally in a similar size IFA firm
* Experience in supporting Financial Advisors and preparing correct documentation for clients
* Strong IT skills, including experience with financial planning software
* Excellent report writing skills and attention to detail
Contact / How to apply
Contact: greg.waite@servicecare.org.uk or 01772 208969
Service Care Solutions offers a £250 referral bonus; you will receive £250 for the referral once the referred candidate’s probationary period is completed.
Employment details
* Employment type: Full-time
* Job function: Finance
* Industries: Financial Services and Business Consulting and Services
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