Paraplanner

Location: Bristol

Contract: Permanent

Rate: £35,000 - £40,000 Per Annum + Benefits

Start date: Flexible

*Hybrid Working

*

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 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 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.