Location: Gloucestershire
Contract: Permanent
Rate: £45,000 - £50,000 Per Annum
Start date: Flexible
Contact: miraj.hussen@servicecare.org.uk
Job Description
Service Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm near Cheltenham, seeking a dedicated and detail-oriented Paraplanner to join their team. This role is ideal for a candidate with a strong background in financial planning, excellent analytical skills, and a client-centered approach. As a key member of the team, you’ll conduct comprehensive financial research, support Financial Planners in client meetings, and manage client portfolios to ensure optimal performance. If you have a passion for delivering exceptional client service and a solid understanding of the financial planning landscape, this could be the perfect opportunity for you.
Main responsibilities
- Perform comprehensive financial analysis and research to develop personalised planning strategies and oversee their successful execution.
- Manage and review client portfolios, ensuring alignment with set benchmarks, timely rebalancing, and ongoing portfolio optimisation.
- Participate in client meetings alongside Financial Planners, building strong client relationships and acting as the primary point of contact for inquiries.
- Analyse client data to create detailed cash flow projections and scenarios using advanced financial planning tools.
- Liaise with product providers and external stakeholders to ensure effective communication and seamless process management.
Candidate Requirements
- At least 2 years of experience in a similar financial planning role.
- Diploma in Financial Planning (Dip PFS) is highly desirable.
- Comprehensive knowledge of financial planning areas, including investment management, pensions, tax, protection, and estate planning.
- Strong relationship-building skills, with a client-centric approach and exceptional attention to detail.
- Proficient in cash flow modeling and experienced in managing complex financial plans for high-net-worth clients.
If you are interested in the role, or know of anyone who may be, please contact Miraj at Service Care Solutions on 01772 208969 or email miraj.hussen@servicecare.org.uk
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.
