Service Care Solutions
Technical Paraplanner
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Technical Paraplanner
Location: Cheltenham
Salary: £45,000 - £60,000 per annum
Job Description
Service Care Solutions is currently recruiting on behalf of an established Financial Advisory firm in Cheltenham for a Technical Paraplanner to join the team on a permanent basis. 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.
Main 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
- Carrying out technical research and analysing data collected on behalf of clients
- Accurately investing client money as per Consultants’ recommendations post client meetings
- Liaising with clients post meetings answering technical queries
- Being proactive in identifying investments/tax saving opportunities for clients
- Managing and prioritising your work
- Evaluating investment portfolios with consultants
- Liaising and working closely with the Service Team
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Candidate Criteria
- 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
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If you are interested in the role, or know of anyone who may be, please contact Taylor at Service Care Solutions on 01772 208969 or email taylor.townsend@servicecare.org.uk
Service Care Solutions also offers a referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive a bonus for the referral once their probationary period has been completed
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