Team Lead Paraplanner - Hybrid & Growth Opportunity

Service Care Solutions; Bath; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A nationwide financial advisory network is looking for an experienced Paraplanner to support Financial Planners and enhance client service. Responsibilities include preparing financial reports, analyzing client policies, and ensuring exceptional support through every stage of client interaction. With a strong focus on employee development and wellbeing, this role offers fantastic growth opportunities. The position is based in Somerset and follows a hybrid working model.

Benefits

Hybrid Working Arrangements

Qualifications

• Experienced Paraplanner with skills in financial reporting and analysis.
• Ability to collaborate effectively with Financial Planners.
• Strong attention to detail and organizational skills.

Responsibilities

• Collaborating with Financial Planners to understand and document client goals.
• Preparing detailed financial reports and conducting thorough research and analysis.
• Liaising with product providers and maintaining accurate client records.
• Supporting pre-meeting preparation through data gathering and analysis.
• Analysis of client policies to review alignment with objectives.
• Preparation of client review letters and suitability reports.

Job description

A nationwide financial advisory network is looking for an experienced Paraplanner to support Financial Planners and enhance client service. Responsibilities include preparing financial reports, analyzing client policies, and ensuring exceptional support through every stage of client interaction. With a strong focus on employee development and wellbeing, this role offers fantastic growth opportunities. The position is based in Somerset and follows a hybrid working model.