Paraplanner

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.

Candidate Criteria

• 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