Technical Paraplanner

Technical Paraplanner
Location: Essex
Contract: Permanent
Salary: £45,000 - £55,000 per annum
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk

Job Description
Service Care Solutions are recruiting for a Technical Paraplanner on behalf of a leading nationwide Independent Financial Advisory to join their growing team in Essex.  This is an opportunity to join a firm focused on long-term financial planning rather than product-led sales, delivering high-quality, bespoke advice to individuals, families, and businesses.quality, regulatory compliance, and continuous development within the paraplanning team.

Key Responsibilities

• Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients.
• Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information.
• Independently write new suitability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP / SSAS.
• Use technical software to complete comparisons and detailed analysis of a client’s contracts including reviewing the specific contract benefits and the effects should changes be made.
• Assist in ensuring all client fees and company records are compliant in line with FCA regulations.
• Ensure back-office system is maintained detailing all ongoing actions and workflow.

Candidate Criteria

• Prior experience in Paraplanning role within financial services (3 years)
• Level 4 DipPFS qualified or similar with desire to achieve Chartered status
• Understanding of the advice process
• Exceptional organisational skills, able to work well under pressure and adapt to changing priorities
• Excellent communication skills, both written and verbally
• Ability to work collaboratively with colleagues and build strong relationships
• A strong work ethic and a flexible attitude
• Self-motivation, resilience and a clear focus on attention to detail and a high-quality output.

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.