Job 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.Port...
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.Port...
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