Paraplanner

Service Care Legal; Swindon; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A well-established financial advisory firm in Swindon seeks a Paraplanner to support their consultants and manage client relationships. The role involves preparing technical reports, conducting annual reviews, and executing investment strategies. Candidates must hold at least a Level 4 Diploma and have three years of experience in a Paraplanner position. The firm offers a flexible starting date and hybrid working conditions.

Benefits

£250 referral bonus

Extensive training and courses

Qualifications

• Minimum of 3 years experience in a Paraplanner role.
• Strong knowledge of financial advice.
• Ability to prepare technical reports.

Responsibilities

• Support consultants in client meetings.
• Prepare technical suitability reports.
• Conduct annual client reviews.
• Research and analyze client data.
• Manage investment portfolios with consultants.

Skills

Technical ability

Client relationship management

MS Word proficiency

Excel proficiency

Education

Level 4 Diploma

Tools

Back-office systems

Job description

Overview

Paraplanner

Location: Wiltshire | Contract: Permanent | Salary: £40,000 - £50,000 per annum | Start Date: Flexible | Hybrid Working

Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Wiltshire to join the team on a permanent basis. The firm is forward-thinking, multi-award winning and they invest in the development and progression of their staff with extensive training and courses. This role is key to supporting the technical team in providing financial advice to a wide range of clients, ensuring all duties are carried out effectively and in line with firm standards.

Responsibilities

• Supporting the consultants ahead of their client meetings
• Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the consultant’s recommendations for the client
• Client annual reviews
• Carry out technical research and analyse data collected on behalf of clients
• Accurately invest client money as per Consultants’ recommendations post client meetings
• Liaise with clients post meetings answering technical queries
• Proactive in identifying investments/tax saving opportunities for clients
• Manage and prioritise your work
• Evaluate investment portfolios with consultants
• Liaising and working closely with the Service Team

Candidate Criteria

• Level 4 Diploma as a minimum with experience post qualification
• Experience in a Paraplanner role for a minimum of 3 years
• Great technical ability with experience of dealing with a range of clients
• Strong knowledge of IT, MS Word & Excel and with back-office system experience

How to apply

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed).

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

Job Info

• Job Title: Paraplanner
• Company: Service Care Legal
• Location: Swindon, Wiltshire
• Posted: Sep 30th 2025
• Closes: Oct 31st 2025
• Sector: Contract
• Contract: Permanent
• Hours: Full Time

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