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Paraplanner

REED Insurance
Job LocationGlasgow Business Park, Baillieston
EducationNot Mentioned
Salary40,000 - 50,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Our client is a successful, growing Independent Financial Advisors firm who have become an established name in the Glasgow market. A truly exciting place to work, the firm have now started recruitingfor an excellent opportunity and seek an experienced paraplannerto join their team.In return the successful candidate will be rewarded with an excellent starting salary and access to a range of progression opportunities both professional and financial. My client is also eager to offer flexibilityand would be happy to discuss hybrid workingoptions.Key Accountabilities:

  • To effectively manage the workflow between the advisers and the Paraplanners
  • To provide a first class Paraplanner service to Advisers, when required.
  • To contribute to the production of compliant business by overseeing and ensuring the efficient preparation of high-quality written advice and the delivery of technical research services to the advisers.
  • To make a significant contribution to the continuing development of the Paraplanner role across the business by evaluating and recommending improvements to the Paraplanning process and operating procedures, and implementing changes, as necessary.
  • To proactively enhance industry knowledge, through external and internal sources and maintain an accurate CPD log.
  • To actively participate in relevant training, competence and development initiatives.
  • To drive productivity and quality in line with business objectives.
  • To identify areas for improvement in the client service experience
Skills, Qualifications, Experience
  • Diploma in Financial Planning or level 4 equivalent.
  • A strong character with the ability to motivate and empower others.
  • In depth Paraplanning experience within an IFA with a good knowledge of various products.
  • Good IT skills and competent use of various research tools.
  • The ability to balance the commercial needs of the business alongside regulatory requirements.
  • First class communication skills and the ability to develop effective working relationships at all levels
  • Excellent organisation and planning skills
  • Provision of technical support to Report Writers/Paraplanners
  • To possess an in-depth awareness and technical knowledge of Financial Services products and services.
  • A proven ability to work under pressure and effectively prioritise.
Should this seem like the right role for you and you are looking to join a business like this then please send an up to date CV to Lewis Crainie E: T:

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