Overview
Technical Paraplanner
Location: Wiltshire
Contract: Permanent
Salary: £45,000 - £55,000 per annum
Start Date: Flexible
Contact:
Hybrid Working
Responsibilities
- Supporting the consultants ahead of their client meetings
- Preparing compliant, technical suitability reports and ‘our client Life Plan’ reports detailing the consultant’s recommendations for the client
- Client annual reviews
- Carry out technical research and analyse data collected on behalf of clients
- Accurately invest client money as per Consultants’ recommendations post client meetings
- Liaise with clients post meetings answering technical queries
- Proactive in identifying investments/tax saving opportunities for clients
- Manage and prioritise your work
- Evaluate investment portfolios with consultants
- Liaising and working closely with the Service Team
Qualifications
- Level 4 Diploma as a minimum with experience post qualification - Chartered highly preferred
- 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
Technical Paraplanner in Trowbridge employer: Service Care Solutions Ltd
As a Tribunal & Mediation Officer with our local authority, you will be part of a dedicated team committed to making a meaningful impact in the lives of children with special educational needs and disabilities. Our hybrid working model offers flexibility, allowing you to balance remote work with occasional office attendance in the vibrant South East, while our supportive work culture fosters professional growth and collaboration with various stakeholders. Join us to contribute to vital casework and dispute resolution, all while enjoying competitive remuneration and the opportunity to enhance your expertise in SEND legislation.
Contact Details:
Service Care Solutions Ltd Recruitment Team
