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.
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: greg.waite@servicecare.org.uk 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
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.
