Service Care Solutions
Technical Paraplanner
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Job Title: Technical Paraplanner
Location: Wiltshire
Salary: £40,000 - £50,000
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 invests in the development and progression of their staff with extensive training and courses.
About the Role
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.
What You Will Be Doing
- Supporting the consultants ahead of meetings
- Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the consultant’s recommendations for the client
- Carrying out technical research and analyzing data collected on behalf of clients
- Accurately investing client money based on the consultants' recommendations post-client meetings
- Liaising with clients post-meetings, answering technical queries
- Being proactive in identifying investments/tax-saving opportunities for clients
- Evaluating investment portfolios with consultants
- Liaising and working closely with the Service Team
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What You Will Have
- 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 back-office system experience
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In Return You Will Receive
- Base Salary of £40,000 - £50,000
- Discretionary bonus based on personal and company performance
- Hybrid working – with the possibility of remote working in the future
- 23 days holiday + bank holidays, with an option to buy more
- Pension – 5% employer contribution
- Group Life Cover
- Group Income protection
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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