Paraplanner

Paraplanner
Location: Oxfordshire
Contract: Permanent
Salary: £40,000 - £60,000 per annum     
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk

Job Description
Service Care Solutions are recruiting for an experienced Paraplanner to join a growing Independent Financial Advice firm.

This is a pivotal role within the business, acting as the analytical backbone of the advice process. You will support IFAs by preparing detailed financial reports, conducting product and investment research, and ensuring all recommendations are compliant, suitable, and tailored to client needs.

The successful candidate will act as a quality controller within the firm and should feel confident challenging advisers where a more appropriate client solution may be available.

Key Responsibilities

• Adviser Collaboration: Work closely with IFAs to understand client objectives and develop appropriate financial strategies.
• Research & Analysis: Conduct in-depth research on pensions, investments, protection products, and tax planning solutions.
• Cashflow Forecasting: Preparing cashflow forecasts to be used in meetings with clients.
• Suitability Reports: Draft comprehensive suitability reports and financial planning recommendations in line with FCA regulations.
• Provider Liaison: Communicate with product providers to gather illustrations, valuations, and technical data.
• Client File Preparation: Ensure all client documentation is complete, accurate, and compliant with internal and regulatory standards. This will include ensuring all new business documentation is completed.
• Meeting Preparation: Help prepare agendas, documentation, and follow-up actions for client meetings.
• Compliance Support: Assist in maintaining audit trails and ensuring all advice meets regulatory and internal compliance standards.
• Continuous Development: Stay up to date with financial legislation, market trends, and product developments.
• General Administrative Support: Providing administrative support as and when required.

Candidate Criteria

• DipPFS/Level 4 Diploma Qualified
• Strong experience working in a Paraplanner role within Financial Services.
• In-depth knowledge of Financial Planning and financial services products.
• Experience drafting suitability reports and preparing cashflow forecasts.
• Understanding of in-house systems such as Intelligent Office, Fintegrate, Defaqto

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@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.