Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial consultants by preparing reports and conducting technical research.
- Company: Award-winning Financial Advisory firm in Wiltshire with a focus on staff development.
- Benefits: Flexible hybrid working, extensive training, and opportunities for career progression.
- Other info: Dynamic work environment with a strong emphasis on teamwork and client satisfaction.
- Why this job: Join a forward-thinking team and make a real impact in clients' financial lives.
- Qualifications: Level 4 Diploma and at least 3 years of Paraplanner experience required.
The predicted salary is between 35000 - 45000 £ per year.
Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Wiltshire to join the team on a permanent basis. The firm is forward‑thinking, multi‑award winning and they invest in the development and progression of their staff with extensive training and courses. 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.
Main Responsibilities
- Supporting the consultants ahead of their client meetings
- Preparing compliant, technical suitability reports and ‘Financial 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
Candidate Criteria
- Level 4 Diploma as a minimum with experience post qualification
- 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 England employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re all about investing in their staff. Be ready to discuss how your experience aligns with their goals and how you can contribute to their success.
✨Tip Number 3
Show off your skills! Bring along examples of your previous work, like technical reports or client reviews, to demonstrate your expertise. This will help you stand out as a candidate who’s not just talk but has the skills to back it up.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Technical Paraplanner role. Plus, it shows you’re serious about joining the team and makes it easier for us to find your application.
We think you need these skills to ace Technical Paraplanner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Technical Paraplanner role. Highlight your experience in preparing technical reports and client reviews, as well as any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advice and how your background makes you a great fit for our team. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Technical Skills: Since this role requires strong technical ability, make sure to mention your experience with MS Word, Excel, and any back-office systems you've used. We’re keen on seeing how you can leverage these tools to support our consultants effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, it shows us you’re serious about joining our forward-thinking team!
How to prepare for a job interview at Service Care Solutions
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial advice and paraplanning. Familiarise yourself with the latest regulations and best practices in the industry, as well as the specific services offered by the firm. This will show that you're not just qualified, but genuinely interested in the role.
✨Prepare for Scenario Questions
Expect to be asked about how you would handle specific client situations or technical challenges. Think of examples from your past experience where you've successfully navigated similar scenarios. This will demonstrate your problem-solving skills and ability to think on your feet.
✨Showcase Your Communication Skills
As a Technical Paraplanner, you'll need to liaise with clients and consultants regularly. Be prepared to discuss how you communicate complex information clearly and effectively. You might even want to practice explaining a technical concept in simple terms to showcase this skill during the interview.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to staff development, the types of clients they work with, or their future goals. This shows that you're engaged and thinking about how you can contribute to their success.