Hybrid Paraplanner - Flexible Hours & Exam Support

Service Care; Knutsford; Híbrido; GBP 36 000 - 43 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid working

25 days holiday + bank holidays

Support towards exams/qualifications

Death in Service

Free Parking

Resumo da oferta

Service Care is recruiting a Paraplanner in Knutsford with hybrid working. You will support a team of five advisers and conduct research to prepare articulate suitability reports and financial solutions for clients.

The role requires a minimum of two years in paraplanning, experience with suitability reports, and strong attention to detail. The salary range is £36,000–£43,000, with 25 days holiday, exam support, and a hybrid working pattern.

Qualificações

• Minimum 2 years of paraplanning experience.
• Experience producing suitability and technical reports.
• High attention to detail; ability to multitask.

Responsabilidades

• Carry out research and analyse products and services for client suitability.
• Draft and propose financial solutions meeting client goals and objectives.
• Consolidate client needs with recommendations in written reports and key features documents.
• Interpret data from adviser debriefs and meetings to inform conclusions.
• Analyse data and use research tools to find client solutions.
• Provide records to support research undertaken.
• Prepare existing client documents for review.

Conhecimentos

Paraplanning experience

Research skills

Ferramentas

Suitability reports tools

Descrição da oferta de emprego

Service Care is recruiting a Paraplanner in Knutsford with hybrid working. You will support a team of five advisers and conduct research to prepare articulate suitability reports and financial solutions for clients.

The role requires a minimum of two years in paraplanning, experience with suitability reports, and strong attention to detail. The salary range is £36,000–£43,000, with 25 days holiday, exam support, and a hybrid working pattern.