London Jobs |
Manchester Jobs |
Liverpool Jobs |
Nottingham Jobs |
Birmingham Jobs |
Cambridge Jobs |
Glasgow Jobs |
Bristol Jobs |
Wales Jobs |
London Jobs |
Manchester Jobs |
Liverpool Jobs |
Nottingham Jobs |
Birmingham Jobs |
Cambridge Jobs |
Glasgow Jobs |
Bristol Jobs |
Wales Jobs |
Oil & Gas Jobs |
Banking Jobs |
Construction Jobs |
Top Management Jobs |
IT - Software Jobs |
Medical Healthcare Jobs |
Purchase / Logistics Jobs |
Sales |
Ajax Jobs |
Designing Jobs |
ASP .NET Jobs |
Java Jobs |
MySQL Jobs |
Sap hr Jobs |
Software Testing Jobs |
Html Jobs |
Job Location | Glasgow |
Education | Not Mentioned |
Salary | 32,000 - 36,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
My client is one of the countrys top Independent Financial Adviser firms. They are looking for paraplanners who thrive on making a positive impact on peoples lives.The RoleYou will provide holistic paraplanning support to Financial Advisers, aiding in the delivery of advice and ongoing services to prospective, new and existing clients. Their clients are individuals looking to plan in order to secure their financial futures.Your knowledge, expertise and collaborative approach to the paraplanning role is key. You will work closely with Advisers and Administrative Support Teams to research, analyse and compile Financial Planning reports of the highest quality.If youre the right kind of paraplanner to join them, youll find: A company that wants you to be a success and will do everything we can to make it happenA company that will invest heavily in your professional development and keep you at the leading edge of technologyA company that is going from strength-to-strengthevery year, and want you to be a part of thatResponsibilities Conduct research on clients financial planning arrangements, both existing and recommended, to ensure that the clients needs and objectives are metUndertake investment portfolio analysis, including asset allocation analysis in line with stated attitudeto riskCompile investment, pension and protection illustrations, projections and associated documentationWrite suitability reports, client service agreement lettersEnsure client files comply to both FCA regulations and internal policy and procedureExperience & Skills Have secured a number of financial qualifications and be striving towards the Level 4 Diploma in Financial PlanningHave previous experience working as a ParaplannerFeel confident working alongside one or more advisers offering relevant advice basedon new and existing client queriesHave experience working in a fast-paced environment, whilst still maintaining excellent attention to detailThe company offer a very attractive salary, benefits and rewards package with excellent career and development opportunities