Paraplanner

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.

• 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

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 type:
  
  Full-time
• Job function:
  Finance
• Industries:
  Financial Services and Business Consulting and Services