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Paraplanner

Paraplanner

Service Care LegalTrowbridge, Wiltshire, UK
30+ days ago
Job type
  • Permanent
Job description

Paraplanner

Location : Wiltshire

Contract : Permanent

Salary : £40,000 - £50,000 per annum

Start Date : Flexible

Contact : (url removed)

  • Hybrid Working

Job Description

Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Wiltshire to join the team on a permanent basis. The firm is forward-thinking, multi-award winning and they invest in the development and progression of their staff with extensive training and courses.

This role is key to supporting the technical team in providing financial advice to a wide range of clients, ensuring all duties are carried out effectively and in line with firm standards.

Main Responsibilities

Supporting the consultants ahead of their client meetings

Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing

the consultant’s recommendations for the client

Client annual reviews

Carry out technical research and analyse data collected on behalf of clients

Accurately invest client money as per Consultants’ recommendations post client meetings

Liaise with clients post meetings answering technical queries

Proactive in identifying investments / tax saving opportunities for clients

Manage and prioritise your work

Evaluate investment portfolios with consultants

Liaising and working closely with the Service TeamCandidate Criteria

Level 4 Diploma as a m...

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Paraplanner • Trowbridge, Wiltshire, UK

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