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- Tasks: Support Wealth Managers by preparing client reports and conducting technical research.
- Company: Established Financial Advisory firm in Gloucestershire with a supportive team.
- Benefits: Permanent position with competitive salary and career growth opportunities.
- Other info: Flexible start date and referral bonus available.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience as a Paraplanner and strong IT skills required.
The predicted salary is between 30000 - 40000 £ per year.
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
Candidate Criteria
- 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 / How to apply
Contact: or 01772 208969
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
Paraplanner employer: Service Care Solutions
Contact Detail:
Service Care Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work as Financial Advisors or in similar roles. They might have insider info on job openings or even refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and report writing skills. We recommend practising common interview questions related to paraplanning and being ready to discuss how you've supported Financial Advisors in the past.
✨Tip Number 3
Showcase your attention to detail! During interviews, be prepared to discuss specific examples of how you've ensured compliance and accuracy in your previous roles. This will demonstrate your fit for the role and impress potential employers.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we often have exclusive listings that you won’t find elsewhere, so keep an eye out for new opportunities!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in preparing client reports and supporting Financial Advisors, as this will show us you’re a great fit for the team.
Show Off Your Skills: Don’t forget to showcase your strong IT skills and experience with financial planning software. We love seeing candidates who can demonstrate their technical prowess, so include specific examples in your application.
Attention to Detail is Key: Since the role requires accuracy and compliance, make sure your application is free from typos and errors. A well-written application reflects your attention to detail, which is crucial for a Paraplanner.
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 during the process.
How to prepare for a job interview at Service Care Solutions
✨Know Your Stuff
Make sure you brush up on your financial knowledge and the specific duties of a Paraplanner. Familiarise yourself with the latest regulations and compliance standards, as well as the financial planning software commonly used in the industry.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the role, prepare examples of your previous work. Be ready to discuss how you ensure accuracy and attention to detail in your reports, as this will demonstrate your capability to meet client objectives.
✨Research the Company
Take some time to learn about the Financial Advisory firm you’re interviewing with. Understand their values, services, and client base. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about their approach to client relationships or how they support their Paraplanners. It shows you’re engaged and thinking about how you can contribute to their success.