Paraplanner

Glasgow
35,000 - 50,000

Paraplanner / Glasgow / Permanent / Salary £35,000 - £50,000 + excellent benefits package + study support

An exciting opportunity has arisen within our wealth management client to join their Glasgow office as a paraplanner due to a marked increase in business.

The ideal candidate will currently be working within a paraplanning capacity and have amassed more than two years’ experience assisting financial planners with high net worth financial advice, mainly within the area of pensions and IHT.

The successful candidate will be provided with full study support and there is the opportunity to progress and become a Chartered financial planner for those who want it.

Duties and responsibilities will include:

  • report writing and providing analysis and research for client reports
  • provide quality and timely technical advice to the financial planners
  • carry out portfolio reviews
  • proactively expand one’s knowledge by investigating new developments in the tax, legal and planning world
  • highlight any improvements to processes and templates

The person:

  • minimum two years’ paraplanning, technical financial planning and/or report writing experience
  • ideally Diploma Level 4 in Regulated Financial Advice or equivalent
  • strong working knowledge of pension transfers, pension consolidation and IHT
  • excellent report writing skills
  • ability to produce accurate work
  • excellent numeracy and analytical skills
  • experience of working as part of a team
  • self-motivated, organised and keen to develop oneself further.

Application Details

Scott Caldwell
07812045988

Reference No: para02

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