Job Title: Paraplanner Location: Colchester (hybrid) Salary: £35,000 - £50,000 DOE
Service Care are delighted to be working with a growing firm of independent financial advisors based in Colchester. They are looking to recruit an experienced Paraplanner to join their team. You will be working to support a pool of 18 advisors supporting with the day to day research and report writing.
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 3 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 £35,000 - £50,000 DOE
- Hybrid working
- Support with exams (maximum 2 exams a year)
- Annual bonus paid at Christmas
- 23 days holiday + bank holidays (rising to a maximum of 32)
- Death in Service Group income protection
- *please note – sponsorship is not available for this role*
#J-18808-Ljbffr
Paraplanner in Colchester employer: Service Care
Service Care Solutions is an excellent employer for Multi Traders, offering a supportive work culture that prioritises employee growth and development. With a focus on responsive repairs in the community of Rugby, employees benefit from a company van, optional on-call payments, and comprehensive in-house training, ensuring they have the tools and skills needed to excel in their roles. Join a team that values professionalism and respect while providing meaningful service to local residents.
