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 and Relationship SupportAssist 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 and Investment AdministrationProcess 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 and Financial SupportLiaise with investment platforms to ensure accurate settlements and reconciliations.Process payments and transfers in a timely and accurate ..... full job details .....