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Paraplanner

Job LocationGlasgow
EducationNot Mentioned
Salary£35,000 - £45,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Exciting new Paraplanner Opportunity in GlasgowAre you an experienced Paraplanner with a passion for providing excellent service to clients Do you have a great work ethic and natural problem-solving abilities If so, our client wants you to join their dynamic team based in their Glasgow office!As a Paraplanner, you will provide support to a team of Financial Planners and support staff using knowledge of all industry products, whilst maintaining excellent working relationships with clients and your team. You will collate all required informationto be given to a client, prepare correspondence which includes compiling suitability reports, and carry out technical and product research.Key Responsibilities:

  • Compilingannual review reports for clients
  • Completing new recommendation reports for Life Assurance, ISAs, Collectives, and Pension Plans
  • Carrying out Cash Flow Analysis/Reports for clients
  • Preparing research and completing both review and new recommendation reports for the following:
  • Pension switch/transfer recommendations
  • Arrangements of SIPPs/SSAS pension plans
  • Pension Drawdown and pension income withdrawal planning
  • Pension Annual Allowance and Lifetime Allowance planning reports, including the use of Lifetime Allowance Protection.
  • IHT and Estate Planning recommendations via the use of Trusts, Tax Allowances, and tax planning vehicles such as EIS/VCT, etc.
  • Investment withdrawal planning and tax planning, including investment bond surrenders/withdrawals and CGTplanning
  • Corporate investment planning and corporate protection and Group Schemes
Skills and Experience:
  • Working towards your Diploma qualification
  • Ongoing knowledge of Compliance Procedures and FCA requirements
  • Prior experience of Intelligent Office (IO) and FE Analytics, Fund Research system would be advantageous
  • Experience ofworking in a similar FS environment
  • Strong communication skills
  • Excellent time management
If you are passionate about providing excellent service to clients and want to work in a dynamic and supportive environment, please apply today!

APPLY NOW

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