Technical Paraplanner

Technical Paraplanner
Location: Wiltshire
Contract: Permanent  
Salary: £45,000 - £55,000 per annum
Start Date: Flexible
Contact: (url removed)
*Hybrid Working* 

Job Description
Service Care Solutions are currently recruiting on behalf of an established Financial Advisory firm in Wiltshire for a Technical Paraplanner 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 meetings
Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing
the consultant’s recommendations for the client
Clien...

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