Paraplanner
Job in
Norwich, Norfolk County, NR2, England, UK
Listed on 2026-09-04
Listing for:
Service Care Solutions
Full Time, Seasonal/Temporary
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Accounting & Finance, Financial Compliance
Job Description & How to Apply Below
Overview
Paraplanner —
Location:
Gloucestershire
•
Contract:
Permanent
•
Start Date:
Flexible
Service Care Solutions are recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will provide various support functions for Wealth Managers and Financial Advisors. The role includes preparing high-quality client reports, conducting technical research, and ensuring all recommendations are accurate, compliant, and aligned with client objectives.
Responsibilities- Prepare high-quality client reports
- Conduct technical research
- Ensure recommendations are accurate, compliant, and aligned with client objectives
- Previous experience as a Paraplanner, ideally in a similar size IFA firm
- Experience in supporting Financial Advisors and preparing correct documentation for clients
- Strong IT skills, including experience with financial planning software
- Excellent report writing skills and attention to detail
How to apply
Contact: g or
Service Care Solutions offers a £250 referral bonus; you will receive £250 for the referral once the referred candidate’s probationary period is completed.
Employment details- Employment type:
Full-time - Job function:
Finance - Industries:
Financial Services and Business Consulting and Services
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