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Paraplanner

Job LocationGlasgow
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: ParaplannerIndustry: Financial PlanningLocation: GlasgowSalary: £36,000Job reference: 15888 ParaplannerRecruit UK are working on an excellent opportunity for a Paraplanner in Glasgow to join a leading UK Independent Financial Advice Company.Our client is one of the leading Independent Financial Planning practices, with offices across the UK. They put their clients at the heart of everything they do, to ensure they are provided with the highest quality service available.You will be joining a team of experienced Paraplanners, supporting the IFAs with research, analysis and reports. You will have the opportunity to utilize your paraplanner skills and be at the core of the planning process.Your role as a Paraplanner will include, but not be limited to:

  • Conduct research on clients financial needs
  • Understand investment portfolio analysis
  • Compile investment/pension/protection illustrations and documentation
  • Create and prepare technical suitability reports
  • POC for client queries and work directly with IFAs
  • Ensuring FCA regulations and compliance are met
  • Support with ad hoc project and tasks where required
Benefits for the Paraplanner:
  • Competitive salary £36,000
  • Flex working + Home based 2 days per week
  • Great progression and personal development
  • Supportive working environment
  • Leading in technological advances
  • Fantastic benefits
Skills and experience required: Paraplanner
  • Level 4 Diploma in Paraplanner
  • Experience working as a Paraplanner/report writer

Keyskills :
AnalysisFinancial PlanningParaplanningReportsResearch

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