Paraplanner

Service Care Legal

Posted 9 hours ago, valid for 5 days

Gloucester, Gloucestershire GL11AP, England

£40,000 - £60,000 per annum

Full Time

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Sonic Summary

Service Care Solutions is recruiting a Paraplanner for a permanent position in Gloucestershire with a salary range of £40,000 - £60,000 per annum.
The role involves providing support to Wealth Managers and Financial Advisors, including preparing client reports and conducting technical research.
Candidates should have previous experience in a Paraplanning role, preferably in a similar-sized IFA firm, and must demonstrate strong IT and report writing skills.
The position requires attention to detail and the ability to ensure that all recommendations are compliant and aligned with client objectives.
Interested candidates can contact Greg at Service Care Solutions for more information, and there is a £250 referral bonus for successful placements.

Paraplanner
Location: Gloucestershire
Contract: Permanent
Salary: 40,000 - 60,000 per annum
Start Date: Flexible
Contact: (url removed)

Job Description
Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Gloucestershire for a Paraplanner to join the team on a permanent basis. The postholder will provide various support functions for the Wealth Managers and Financial Advisors.

The postholder will play a key role in preparing high-quality client reports, conducting technical research, and ensuring all recommendations are accurate, compliant, and aligned with client objectives.

CandidateCriteria

Previous experience of working within a Paraplanning role, ideally within a similar size IFA firm.
Experience of supporting Financial Advisors and preparing the correct documentation for clients
Strong IT skills, including experience with financial planning software
Excellent report writing skills and attention to detail

If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a 250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive 250 for the referral once their probationary period has been completed.

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