Hybrid Paraplanner - Research, Reports & Client Solutions

Service Care; Colchester; Hybride; GBP 35 000 - 50 000; Plein temps

Avantages offerts par ce poste

Hybrid working

Annual bonus

23 days holiday + bank holidays

Death in Service

Income protection

Support with exams

Sponsorship not available

Résumé du poste

Service Care are actively recruiting an experienced Paraplanner for their Colchester office on a hybrid basis. You will support 18 advisers with day-to-day research and report writing, ensuring robust solutions for client needs.

The role requires a minimum of 3 years in paraplanning and experience producing suitability and other technical reports. A detail-focused, multitasking professional will thrive in this environment.

Qualifications

• Minimum 3 years experience in Paraplanning.
• Experience producing suitability reports and other technical reports
• High attention to detail
• Ability to multitask

Responsabilités

• Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances.
• Proposing and drafting financial solutions that meet each client’s goals, needs and objectives.
• Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document
• Receiving instructions during debriefings from advisers following client meetings and interpreting data from these meetings.
• Analysing data and using research tools to provide solutions to meet client needs and objectives.
• Providing records to support research undertaken.
• Preparing existing client documents for review

Connaissances

Paraplanning

Financial research

Report writing

Attention to detail

Multitasking

Description du poste

Service Care are actively recruiting an experienced Paraplanner for their Colchester office on a hybrid basis. You will support 18 advisers with day-to-day research and report writing, ensuring robust solutions for client needs.

The role requires a minimum of 3 years in paraplanning and experience producing suitability and other technical reports. A detail-focused, multitasking professional will thrive in this environment.