Job Description
Paraplanner
Location: Wiltshire
Contract: Permanent
Salary: £40,000 - £50,000 per annum
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk
*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
1. Supporting the consultants ahead of their client meetings
2. Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing
3. the consultant’s recommendations for the client
4. Client annual reviews
5. Carry out technical research and analyse data collected on behalf of clients
6. Accurately invest client money as per Consultants’ recommendations post client meetings
7. Liaise with clients post meetings answering technical queries
8. Proactive in identifying investments/tax saving opportunities for clients
9. Manage and prioritise your work
10. Evaluate investment portfolios with consultants
11. Liaising and working closely with the Service Team
CandidateCriteria
12. Level 4 Diploma as a minimum with experience post qualification
13. Experience in a Paraplanner role for a minimum of 3 years
14. Great technical ability with experience of dealing with a range of clients
15. Strong knowledge of IT, MS Word & Excel and with back-office system experience
If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
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