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Permanent

Paraplanner

Shropshire
money-bag 34000.00-34000.00 Annual
3085438490
Posted 3 days ago

ParaplannerLocation: Shropshire/RemoteContract: Permanent Salary: £34,000 - £45,000 per annum Start Date: Flexible Hybrid/Remote Working Contact: .ukJob DescriptionService 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. CandidateCriteria Minimum 2 years'' paraplanning experience, specifically working with investments and pensions.Minimum Level 4 Diploma qualification in Financial Services.Strong ..... full job details .....

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