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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
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.
