Paraplanner

Service Care Solutions; Thames Ditton; On-site; GBP 30,000 - 40,000; Full time

Job summary

A prominent financial services firm in Thames Ditton is seeking a detail-oriented Paraplanner to support advisers and ensure compliance within client servicing. The ideal candidate will have experience in the financial services industry, strong organizational skills, and proficiency in Microsoft Office. Responsibilities include onboarding clients, maintaining portfolios, and ensuring regulatory compliance. This permanent position offers a salary between £30,000 and £40,000 per annum and flexible start dates.

Benefits

250 referral bonus

Qualifications

• Prior experience within the financial services industry.
• Experience supporting advisers or working in a paraplanning/wealth management role.
• Strong understanding of compliance and operational processes.

Responsibilities

• Assist with onboarding new clients and maintain accurate client files.
• Support preparation of portfolio valuations and investment proposals.
• Liaise with investment platforms for accurate settlements.

Skills

Attention to detail

Organizational skills

Verbal communication

Written communication

Client servicing

Tools

Microsoft Office

CRM / Portfolio Management Systems

FE Analytics

Job description

Paraplanner

Location: Surrey
Contract: Permanent
Salary: 30,000 - 40,000 per annum
Start Date: Flexible
Contact: (url removed)

Overview

Service Care Solutions are recruiting for an experienced Paraplanner to join a growing wealth management team. This role plays a key part in supporting advisers and ensuring the delivery of a high-quality, compliant, and efficient service to clients.

The successful candidate will be detail-oriented, proactive, and confident supporting client servicing, portfolio administration, compliance, and day-to-day operational activities within a busy financial services environment.

Key Responsibilities

• Client Service & Relationship Support
  • Assist with onboarding new clients, including KYC/AML checks and account opening documentation.
  • Maintain accurate and up-to-date client files, investment mandates, and regulatory records.
  • Respond to client queries professionally and accurately.
• Portfolio & Investment Administration
  • Process investment instructions as directed.
  • Support the preparation of portfolio valuations, performance reports, and investment proposals.
  • Assist advisers with research and run reports using FE Analytics.
  • Build suitability reports and prepare documentation for client review meetings.
  • Organise fund values, Letters of Authority (LOAs), and portfolio builds.
• Operational & Financial Support
  • Liaise with investment platforms to ensure accurate settlements and reconciliations.
  • Process payments and transfers in a timely and accurate manner.
• Compliance & Risk Management
  • Ensure all processes are completed in line with regulatory requirements.
  • Conduct AML, KYC, and due diligence checks in accordance with internal policies.
• Administrative Support
  • Diary management for advisers.
  • Provide general administrative support to the advisory team as required.

Candidate Criteria

• Prior experience within the financial services industry.
• Experience supporting advisers or working in a paraplanning / wealth management support role.
• Strong understanding of compliance, client servicing, and operational processes.
• High attention to detail and ability to handle sensitive financial information accurately.
• Strong organisational skills with the ability to manage multiple priorities.
• Proficient in Microsoft Office (Excel, Word, PowerPoint) and CRM / portfolio management systems.
• Excellent written and verbal communication skills.

If you are interested in the role, or know of anyone who could 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.