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.
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 2 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 of £36,000 - £43,000
- 25 days holiday + bank holidays
- Support towards exams/qualifications
- Flexible hours (start between 8-10am)
- Death in Service
- Free Parking
*please note – sponsorship is not available for this role*
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