Paraplanner

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

Job summary

A financial services recruitment firm is seeking an experienced Paraplanner in Woking. The role involves supporting advisers and ensuring high-quality client services. Candidates should have financial services experience, knowledge of compliance, and strong organizational skills. Responsibilities include onboarding clients, processing investment instructions, and conducting compliance checks. The position offers a salary range between £30,000 and £40,000, with potential for referrals bonuses.

Benefits

£250 referral bonus

Qualifications

• Experience in the financial services industry is essential.
• Support for advisers in a paraplanning or wealth management support role required.
• Ability to manage sensitive financial information with high attention to detail.

Responsibilities

• Assist with onboarding new clients and maintaining accurate client files.
• Process investment instructions and support portfolio valuations.
• Ensure compliance with regulatory requirements.

Skills

Financial services experience

Compliance knowledge

Client servicing

Organizational skills

Microsoft Office proficiency

Tools

CRM systems

Portfolio management systems

Job description

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

Job Description

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.