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Paraplanner
Location: Bristol
Contract: Permanent
Rate: £35,000 - £40,000 Per Annum + Benefits
Start date: Flexible
*Hybrid Working*
Contact:
Job Description
Service Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in Bristol, 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 or email
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.
