Paraplanner

Job Description

Job Title: Paraplanner\n
Location: Knutsford (Hybrid)\n
Salary: £36,000 - £43,000\n
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\n 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.\n
What you will be doing: \n

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• Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances.
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• Proposing and drafting financial solutions that meet each client’s goals, needs and objectives.
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• 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
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• Receiving instructions during debriefings from advisers following client meetings and interpreting data from these meetings.
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• Analysing data and using research tools to provide solutions to meet client needs and objectives.
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• Providing records to support research undertaken.
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• Preparing existing client documents for review
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What you will have:\n

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• Minimum 2 years experience in Paraplanning
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• Experience producing suitability reports and other technical reports
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• High attention to detail
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• Ability to multitask
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In return you will receive:\n

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• Base salary of £36,000 - £44,000
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• 25 days holiday + bank holidays
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• Support towards exams/qualifications
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• Hybrid working
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• Flexible hours (start between 8-10am)
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• Death in Service
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• Free Parking
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\n *please note – sponsorship is not available for this role*\n
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\n Interested? Apply now!\n
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\n Or call Taylor on 01772 208 969 – don’t forget, we offer referral fees so if you know someone, please reach out