Technical Paraplanner (Hybrid) – Life Plans & Investments

Service Care Solutions; England; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Discretionary bonus

Pension – 5% employer contribution

Group Life Cover

Group Income protection

23 days holiday + bank holidays

Job summary

Service Care Solutions are delighted to be working with a well established firm as they look for a Technical Paraplanner due to internal promotion. 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.

Qualifications

• Level 4 Diploma as a minimum with experience post qualification.
• Experience in a Paraplanner role for a minimum of 3 years.
• Experience with Cashflows.
• 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.

Responsibilities

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

Skills

Paraplanner experience

Technical analysis

Client interaction

IT literacy

Education

Level 4 Diploma

Tools

MS Word

Excel

Back-office systems

Job description

Service Care Solutions are delighted to be working with a well established firm as they look for a Technical Paraplanner due to internal promotion. 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.