Service Care are delighted to be working with a returning client of ours as they look to recruit a Paraplanner to join their team. You will work in a close knit team of 5 working to support 9 advisors with analysing information and conduct research for appropriate to produce articulate and appropriate suitability reports.
What you will be doing:
- 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
What you will have:
- Minimum 2 years experience in Paraplanning
- Experience producing suitability reports and other technical reports
- High attention to detail
- Ability to multitask
In return you will receive:
- Base salary of £36,000 - £43,000
- 25 days holiday + bank holidays
- Support towards exams/qualifications
- Flexible hours (start between 8-10am)
- Death in Service
- Free Parking
*please note – sponsorship is not available for this role*
#J-18808-Ljbffr
Paraplanner in Knutsford employer: Service Care Solutions
As a leading non-maintained special school in Billingshurst, we pride ourselves on being an exceptional employer dedicated to the holistic development of our students and staff. Our supportive work culture fosters professional growth through continuous development opportunities, while our comprehensive benefits package, including mental health support and flexible pay options, ensures the wellbeing of our team. Join us in making a meaningful impact in the lives of students with special educational needs, all within a vibrant and innovative environment.
