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Paraplanner

Job LocationGlasgow
EducationNot Mentioned
Salary£33,000 - £45,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Recruit UK is working with one of the UK’s top tier Wealth Management companies, which is looking for a Paraplanner to join their team in Glasgow.Drawing on an impressive history, alongside embracing a modern approach, this company has developed a leading client proposition that has allowed them to solidify their position in the profession. With a presence across the UK, they manage over £44 Billionof client assets through a dedicated team of professionals.In this role, you will be working for the Financial Planning team which covers Glasgow and the surrounding areas, supporting a team of advisers with the delivery of expert advice to private clients. Their Paraplanners form an integral part of the adviceprocess, meaning this will be a varied and engaging role. Alongside technical research, you will be involved in client meetings and regular ongoing client interactions. There will also be a focus on developing relationships with internal investment managers,and other teams within the business to ensure the best outcomes are achieved for clients.What they are looking for:

  • An experienced Paraplanner with strong knowledge of pension and IHT planning
  • CII Diploma in Financial Planning
  • Track record using cash flow planning software
What they offer:
  • Salary up to £45,000
  • Life assurance, Critical illness, and PHI
  • Professional development support
  • Excellent Maternity and Paternity cover
  • Employee share scheme
  • A supportive working environment
If the above role aligns with your values and career plans, then please get in touch or apply online to find out more.Required skills
  • Analytical Skills
  • Chartered
  • Financial Planning
  • Paraplanning
  • Independent Financial Advice

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