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Paraplanner

Reed Insurance
Job LocationGlasgow
EducationNot Mentioned
Salary30,000 - 35,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Are you looking for a new Paraplanning opportunity in 2023Glasgow - Hybrid/WFHStudy SupportCareer ProgressionSalary up to £35K DOE/Qualifications Highly competitive benefits package including excellent pension and bonusOur client is a leading Financial Planning company who are looking for an experienced Paraplanner to join their established team. You will be responsible for providing tailored support to a range of Advisers, assisting in the delivery of advice and ongoingservices to prospective, new and existing clientsKey responsibilities will include:

  • Conduct research and demonstrate suitability and sustainability to meet the clients needs
  • Undertake investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk
  • Compile illustrations, projections, and associated documentation
  • Prepare accurate suitability reports, to include full analysis and developing cash flow models
  • Assist with advisers diary planning and management of fee income, as required
  • Keep advisers updated with progress on cases and liaise with them to expedite completion of advice
  • Ensuring client business is processed compliantly and in a timely manner
  • Provide support with ad hoc projects and tasks where necessary
Key skills required:
  • Experienced Paraplanner with excellent report writing skills
  • CII Level 4 DipPFS qualification or working towards completion
  • Highly organised, with excellent communication skills and able to manage multiple channels
  • Strong numerical ability and ability to analyse financial data and performance metrics
If you are a pro-active team player who is adaptable, flexible, and is looking to accomplish new goals, submit your CV to avoid disappointment!

APPLY NOW

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