Recruit UK are working on an excellent opportunity for an experienced Paraplanner in the Glasgow area to join a leading Financial Advice Company. This is an excellent opportunity to work in within a well-established office supporting Financial Advisers, you will assist Financial Advisers in all areas of client support, including preparing advice and recommendations, reports, research and analysis.
This is an excellent opportunity for a responsible, self-motivated, well organised experienced paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.
The Role includes:
- Research, analyse and draft recommendation reports
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare, research and produce annual reviews, including for Drawdown Pensions.
- Review the client’s investment portfolio, performance, asset allocation, risk profile etc
- Fully understand compliance procedures
What’s in it for you:
- Competitive starting salary Up to £42k
- Hybrid working (after probation)
- HNW Clients
- Excellent Benefits: DIS, Flex Bens, Pension
- Paraplanning team
- Study support
Skills and experience required:
- Enroute to Level 4 Diploma (Dip PFS) or equivalent
- Paraplanning experience