Paraplanner

Description

Paraplanner

Location: Surrey

Contract: Permanent

Salary: £30,000 - £40,000 per annum

Start Date: Flexible

Contact: (url removed)

Job Description

Service Care Solutions are recruiting for an experienced Paraplanner to join a growing wealth management team. This role plays a key part in supporting advisers and ensuring the delivery of a high-quality, compliant, and efficient service to clients.

The successful candidate will be detail-oriented, proactive, and confident supporting client servicing, portfolio administration, compliance, and day-to-day operational activities within a busy financial services environment.

Key Responsibilities

Client Service & Relationship Support

Assist with onboarding new clients, including KYC/AML checks and account opening documentation.

Maintain accurate and up-to-date client files, investment mandates, and regulatory records.

Respond to client queries professionally and accurately.Portfolio & Investment Administration

Process investment instructions as directed.

Support the preparation of portfolio valuations, performance reports, and investment proposals.

Assist advisers with research and run reports using FE Analytics.

Build suitability reports and prepare documentation for client review meetings.

Organise fund values, Letters of Authority (LOAs), and portfolio builds.Operational & Financial Support

Liaise with investment platforms to ensure accurate settlements and reconciliations.

Process payments and transfers in a timely and accurate manner.Compliance & Risk Management

Ensure all processes are completed in line with regulatory requirements.

Conduct AML, KYC, and due diligence checks in accordance with internal policies.Administrative Support

Diary management for advisers.

Provide general administrative support to the advisory team as required.Candidate Criteria

Prior experience within the financial services industry.

Experience supporting advisers or working in a paraplanning / wealth management support role.

Strong understanding of compliance, client servicing, and operational processes.

High attention to detail and ability to handle sensitive financial information accurately.

Strong organisational skills with the ability to manage multiple priorities.

Proficient in Microsoft Office (Excel, Word, PowerPoint) and CRM / portfolio management systems.

Excellent written and verbal communication skills. xjnqpsq If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)

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

Ad ID: 5417769639