Hybrid Technical Paraplanner — £40k-£50k + Benefits

Service Care Solutions Ltd; England; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Pension 5%

Life cover

Income protection

Job summary

Service Care Solutions is seeking a Technical Paraplanner in Wiltshire to support the technical team in delivering compliant reports and client-focused financial planning. The role offers hybrid working and a base salary between £40,000 and £50,000.

You will contribute to a forward-thinking, award-winning firm with extensive staff development. A Level 4 Diploma and 3+ years paraplanner experience are required, along with strong IT skills and cashflow experience.

Qualifications

• Post-qualification paraplanner experience is essential.
• Minimum Level 4 Diploma.
• Strong IT skills with MS Word and Excel.

Responsibilities

• Support consultants ahead of meetings and prepare compliant reports.
• Prepare technical suitability reports and financial life plan documents.
• Conduct technical research and analyze client data.
• Make informed investment recommendations post-meeting.
• Respond to client questions and liaise with the service team.
• Identify investment and tax-saving opportunities for clients.
• Review portfolios with consultants to optimise outcomes.
• Work closely with the service team to ensure accuracy.

Skills

Paraplanner experience

Cashflows

MS Excel

Client handling

Education

Level 4 Diploma

Tools

Back-office system

Job description

Service Care Solutions is seeking a Technical Paraplanner in Wiltshire to support the technical team in delivering compliant reports and client-focused financial planning. The role offers hybrid working and a base salary between £40,000 and £50,000.

You will contribute to a forward-thinking, award-winning firm with extensive staff development. A Level 4 Diploma and 3+ years paraplanner experience are required, along with strong IT skills and cashflow experience.