Paraplanner

Job Title:

Paraplanner

Location:

Colchester (hybrid) Salary: £35,000 - £50,000 DOE

Service Care are delighted to be working with a growing firm of independent financial advisors based in Colchester. They are looking to recruit an experienced Paraplanner to join their team. You will be working to support a pool of 18 advisors supporting with the day to day research and report writing.

• Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances.
• Proposing and drafting financial solutions that meet each client’s goals, needs and objectives.
• Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document
• Receiving instructions during debriefings from advisers following client meetings and interpreting data from these meetings.
• Analysing data and using research tools to provide solutions to meet client needs and objectives.
• Providing records to support research undertaken.
• Preparing existing client documents for review

• Minimum 3 years experience in Paraplanning
• Experience producing suitability reports and other technical reports
• High attention to detail
• Ability to multitask

• Base salary £35,000 - £50,000 DOE
• Hybrid working
• Support with exams (maximum 2 exams a year)
• Annual bonus paid at Christmas
• 23 days holiday + bank holidays (rising to a maximum of 32)
• Death in Service Group income protection
• * please note – sponsorship is not available for this role*