Paraplanner

Service Care; Knutsford; Hybrid; GBP 36,000 - 43,000; Full time

Benefits offered by this job

Hybrid working

25 days holiday + bank holidays

Support towards exams/qualifications

Death in Service

Free Parking

Job summary

Service Care is recruiting a Paraplanner in Knutsford with hybrid working. You will support a team of five advisers and conduct research to prepare articulate suitability reports and financial solutions for clients.

The role requires a minimum of two years in paraplanning, experience with suitability reports, and strong attention to detail. The salary range is £36,000–£43,000, with 25 days holiday, exam support, and a hybrid working pattern.

Qualifications

• Minimum 2 years of paraplanning experience.
• Experience producing suitability and technical reports.
• High attention to detail; ability to multitask.

Responsibilities

• Carry out research and analyse products and services for client suitability.
• Draft and propose financial solutions meeting client goals and objectives.
• Consolidate client needs with recommendations in written reports and key features documents.
• Interpret data from adviser debriefs and meetings to inform conclusions.
• Analyse data and use research tools to find client solutions.
• Provide records to support research undertaken.
• Prepare existing client documents for review.

Skills

Paraplanning experience

Research skills

Tools

Suitability reports tools

Job description

Job Title: Paraplanner Location: Knutsford (Hybrid) Salary: £36,000 - £43,000

Service Care are delighted to be working with a returning client of ours as they look to recruit a Paraplanner to join their team. You will work in a close knit team of 5 working to support 9 advisors with analysing information and conduct research for appropriate to produce articulate and appropriate suitability reports.

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 2 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 of £36,000 - £44,000
• 25 days holiday + bank holidays
• Support towards exams/qualifications
• Hybrid working
• Flexible hours (start between 8-10am)
• Death in Service
• Free Parking
• *please note – sponsorship is not available for this role*