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Job Location | Glasgow |
Education | Not Mentioned |
Salary | 30,000 - 40,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
We are currently recruiting for an experienced Paraplanner on behalf of a firm of Independent Financial Advisors based in Glasgow. Ideally you will be Diploma qualified or close to it, and will be responsible for assisting the IFAs within the business, inthe preparation of suitability reports and research.You will be given the opportunity to implement your own ideas and grow ad develop your own knowledge throughout.Duties and Responsibilities:Ascertain that procedures followed by the company are Compliant and follow the guidelines set out by the FCAProcess and deliver Suitability reports for Financial Planners within the businessProvide recommendations to clients on Investments, Pensions and Mortgages based on your own research and to be able to support these recommendations with a coherent explanationWork effectively autonomously or as part of a teamRespond efficiently and effectively to requests from Company advisers and ManagementAssist in analytic work, including cash flow forecasting and investment analysisUse of financial planning software toolsDevelop productive working relationships with colleagues and clientsSkillsPrevious experience within an IFA practice environmentIdeally you will be Diploma Qualified in Financial Planning or will have made significant progress towards this qualificationGood technical knowledge of Pensions, Investments and MortgagesKnowledge and practical experience in the application of the rules of the FSA/FCA
Keyskills :
ParaplanningIndependent Financial Advicefinancial planningtechnical paraplanner