Paraplanner

Service Care Solutions; England; Sur place; GBP 30 000 - 40 000; Plein temps

Avantages offerts par ce poste

£250 referral bonus

Résumé du poste

A Financial Advisory firm in Gloucestershire is seeking a Paraplanner to support Wealth Managers and Financial Advisors. The successful candidate will prepare high-quality client reports, conduct technical research, and ensure recommendations are accurate and compliant. Experience in a similar firm and strong IT skills are essential. This permanent, full-time role offers a flexible start date and a referral bonus of £250.

Qualifications

• Previous experience as a Paraplanner, ideally in a similar size IFA firm.
• Experience in supporting Financial Advisors and preparing correct documentation for clients.
• Strong IT skills, including experience with financial planning software.

Responsabilités

• Prepare high-quality client reports.
• Conduct technical research.
• Ensure recommendations are accurate, compliant, and aligned with client objectives.

Connaissances

Experience as a Paraplanner

Strong IT skills

Excellent report writing skills

Outils

Financial planning software

Description du poste

Overview

Paraplanner — Location: Gloucestershire • Contract: Permanent • Start Date: Flexible

Service Care Solutions are recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will provide various support functions for Wealth Managers and Financial Advisors. The role includes preparing high-quality client reports, conducting technical research, and ensuring all recommendations are accurate, compliant, and aligned with client objectives.

Responsibilities

• Prepare high-quality client reports
• Conduct technical research
• Ensure recommendations are accurate, compliant, and aligned with client objectives

Candidate Criteria

• Previous experience as a Paraplanner, ideally in a similar size IFA firm
• Experience in supporting Financial Advisors and preparing correct documentation for clients
• Strong IT skills, including experience with financial planning software
• Excellent report writing skills and attention to detail

Contact / How to apply

Contact: [e-mail] or 01772 208969

Service Care Solutions offers a £250 referral bonus; you will receive £250 for the referral once the referred candidate’s probationary period is completed.

Employment details

• Employment type: Full-time
• Job function: Finance
• Industries: Financial Services and Business Consulting and Services