Technical Paraplanner – Wealth Planning & Client Reports

Service Care Solutions; Cheltenham; On-site; GBP 32,000 - 44,000; Full time

Benefits offered by this job

Referral bonus

Job summary

Service Care Solutions are recruiting on behalf of an established Financial Advisory firm in Cheltenham for a Technical Paraplanner to join the team on a permanent basis. The role supports 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.

Main responsibilities include supporting consultants, preparing compliant technical reports, client annual reviews and technical research, with a focus

Qualifications

• 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.

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.

Skills

Paraplanner experience

Technical ability

Client interactions

Education

Level 4 Diploma

Tools

Microsoft Word

MS Excel

Job description

Service Care Solutions are recruiting on behalf of an established Financial Advisory firm in Cheltenham for a Technical Paraplanner to join the team on a permanent basis. The role supports 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.

Main responsibilities include supporting consultants, preparing compliant technical reports, client annual reviews and technical research, with a focus