Paraplanner
Service Care Solutions - Legal

Wiltshire
•8 hours ago
•No application
About
Paraplanner Location: WiltshireContract: Permanent Salary: £40,000 - £50,000 per annum Start Date: Flexible Contact: .uk Hybrid Working Job DescriptionService 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 meetingsPreparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailingthe consultant’s recommendations for the clientClient annual reviewsCarry out technical research and analyse data collected on behalf of clientsAccurately invest client money as per Consultants’ recommendations post client meetingsLiaise with clients post meetings answering technical queriesProactive in identifying investments/tax saving opportunities for clientsManage and prioritise your workEvaluate investment portfolios with consultantsLiaising and working closely with the Service Team CandidateCriteria Level 4 Diploma as a minimum with experience post qualificationExperience in a Paraplanner role for a minimum of 3 yearsGreat technical ability with experience of dealing with a range of clientsStrong knowledge of IT, MS Word & Excel and with back-office system experience If you are interested in the role, or know of anyone who may be, pleas
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