Paraplanner

Service Care Solutions; Bath; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A nationwide financial advisory network is looking for an experienced Paraplanner to support Financial Planners and enhance client service. Responsibilities include preparing financial reports, analyzing client policies, and ensuring exceptional support through every stage of client interaction. With a strong focus on employee development and wellbeing, this role offers fantastic growth opportunities. The position is based in Somerset and follows a hybrid working model.

Benefits

Hybrid Working Arrangements

Qualifications

• Experienced Paraplanner with skills in financial reporting and analysis.
• Ability to collaborate effectively with Financial Planners.
• Strong attention to detail and organizational skills.

Responsibilities

• Collaborating with Financial Planners to understand and document client goals.
• Preparing detailed financial reports and conducting thorough research and analysis.
• Liaising with product providers and maintaining accurate client records.
• Supporting pre-meeting preparation through data gathering and analysis.
• Analysis of client policies to review alignment with objectives.
• Preparation of client review letters and suitability reports.

Job description

Paraplanner

Location: Somerset

Contract: Permanent, Full-Time

Salary: £40,000 - £45,000 per annum

Start Date: Flexible

Contact : (url removed)

• Hybrid Working Arrangements

Job Description

Service Care Solutions are working with a nationwide financial advisory network to recruit an experienced Paraplanner to one of their offices in Somerset. This post will play a key role in supporting Financial Planners and delivering exceptional service to the firm’s clients.

This is a fantastic opportunity for growth and development as this position will act as a lead for the other Paraplanners in the team, providing real expertise to the firm. This financial advisory network also offers exceptional progression opportunities and highly values their employee wellbeing packages.

Key Responsibilities

Collaborating with Financial Planners to understand and document client goals.

Preparing detailed financial reports and conducting thorough research and analysis.

Liaising with product providers and maintaining accurate client records.

Supporting pre-meeting preparation through data gathering and analysis.

Analysis of client policies (incl. pensions, investments, protection) to review whether they are still aligned with their objectives.

Work closely with the financial adviser & admin team to follow cases through to completion in a timely manner.

Preparation of client review letters and suitability reports fo...