Paraplanner

Service Care; Colchester; Hybrid; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Annual bonus

23 days holiday + bank holidays

Death in Service

Income protection

Support with exams

Sponsorship not available

Job summary

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

Responsibilities

• 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

Skills

Paraplanning

Financial research

Report writing

Attention to detail

Multitasking

Job description

Job Title: Paraplanner Location: Colchester (hybrid) Salary: £35,000 - £50,000 DOE

Service Care are delighted to be working with a growing firm of independent financial advisors based in Colchester. They are looking to recruit an experienced Paraplanner to join their team. You will be working to support a pool of 18 advisors supporting with the day to day research and report writing.

What you will be doing:

• 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

What you will have:

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

In return you will receive:

• Base salary £35,000 - £50,000 DOE
• Hybrid working
• Support with exams (maximum 2 exams a year)
• Annual bonus paid at Christmas
• 23 days holiday + bank holidays (rising to a maximum of 32)
• Death in Service Group income protection
• *please note – sponsorship is not available for this role*