Paraplanner

Job Title: Paraplanner Location: Knutsford (Hybrid) Salary: £36,000 - £43,000 Service Care are delighted to be working with a returning client of ours as they look to recruit a Paraplanner to join their team. You will work in a close knit team of 5 working to support 9 advisors with analysing information and conduct research for appropriate to produce articulate and appropriate suitability reports. What you will be doing:

• Carrying out research and analysing products and services that is appropriate to each client's financial circumstances.
• Proposing and drafting financial solutions that meet each client's goals, needs and objectives.
• Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document
• Receiving instructions during debriefings from advisers following client meetings and interpreting data from these meetings.
• Analysing data and using research tools to provide solutions to meet client needs and objectives.
• Providing records to support research undertaken.
• Preparing existing client documents for review What you will have:
• Minimum 2 years experience in Paraplanning
• Experience producing suitability reports and other technical reports
• High attention to detail
• Ability to multitask In return you will receive:
• Base salary of £36,000 - £43,000
• 25 days holiday + bank holidays
• Support towards exams/qualifications
• Hybrid working
• Flexible hours (start between 8-10am)
• Death in Service
• Free Parking
• please note – sponsorship is not available for this role* Interested? Apply now! Or call Taylor on 01772 208 969 – don't forget, we offer referral fees so if you know someone, please reach out