Paraplanner - Glasgow - £40k-£45k

£40,000 - £45,000 yearly
  • Recruit UK
  • Hybrid (Glasgow, UK)
  • 01/02/2024
Full time Paraplanner

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 managed over £44Billion of client assets through a dedicated team of professionals.

In this role you will be working for the Financial Planning team, supporting a team of advisers with the delivery of expert advice to private clients. Their Paraplanners form an integral part of the advice process, 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.

> Please mention job ref and Financial Planning Today Jobs when applying for this role.

What they are looking for:

  • An experienced Paraplanner with strong knowledge of pension and IHT planning
  • CII Diploma in Financial Planning and aiming towards Chartered
  • Track record using cash flow planning software
  • Ability to manage a varied workload
  • Client-focused approach to work

What they offer:

  • Salary up to £45,000
  • Hybrid working
  • 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. 

 

REF: 8869