Paraplanner

Location: The Wyke

Paraplanner

Location:

Shropshire/Remote

Contract:

Permanent
Salary: £34,000 - £45,000 per annum

Start Date:

Flexible

* Hybrid/Remote Working
* Contact: (url removed)

Job Description
Service Care Solutions are recruiting for an experienced Paraplanner to join a financial planning firm based in Shropshire

This is an excellent opportunity for a dedicated and detail-oriented professional to support Financial Advisers by preparing comprehensive reports, analysing client data, and assisting in the development of tailored financial plans. The role offers strong exposure to investments and pensions work within a supportive and professional environment.

Key Responsibilities
Prepare detailed financial planning reports and supporting documentation for client meetings.
Analyse client financial data to identify suitable planning solutions.
Assist in developing customised financial plans aligned to client goals.
Maintain accurate and organised client records using Microsoft Office systems.
Support compliance processes, ensuring all documentation is accurate and up to date.
Manage administrative tasks, including maintaining filing systems and workflow tracking.
Collaborate with senior team members to improve processes and enhance efficiency.
Communicate effectively with advisers and internal stakeholders to support service delivery.

Candidate Criteria
Minimum 2 years’ paraplanning experience, specifically working with investments and pensions.
Minimum Level 4 Diploma qualification in Financial Services.
Strong report writing and analytical skills with high attention to detail.
Solid knowledge of financial planning principles, including pensions and investments.
Excellent organisational and time management skills.
Proficiency in Microsoft Office (Word, Excel, Outlook).
Strong written and verbal communication skills.

If you are interested in the role, or know of anyone who could 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