Paraplanner

Job Description

Job Title: Paraplanner\n
Location: Colchester (hybrid)\n
Salary: £35,000 - £50,000 DOE\n
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\n 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.\n
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\n You will be working to support a pool of 18 advisors supporting with the day to day research and report writing.\n
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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 3 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 £35,000 - £50,000 DOE
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• Hybrid working
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• Support with exams (maximum 2 exams a year)
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• Annual bonus paid at Christmas
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• 23 days holiday + bank holidays (rising to a maximum of 32)
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• Death in Service
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• Group income protection
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*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