Paraplanner
Location: Gloucestershire
Contract: Permanent
Rate: £45,000 - £50,000 Per Annum
Start date: Flexible
Contact: (url removed)
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 pr...