Exciting Paraplanner Role in Glasgow!
Are you a meticulous professional with a passion for financial planning? Our client is seeking an experienced Paraplanner to join their vibrant team in Glasgow!
Key Responsibilities:
* Client File Management: Attend client meetings, ensure all compliance paperwork is in order, and compile financial forecasts
* Recommendations Preparation: Work alongside financial planners to identify planning opportunities, conduct research, and draft reports
* Implementation: Prepare suitability letters, complete application forms, and execute investment strategies
* Review: Foster strong client relationships, organize planning meetings, and review investment portfolios
Essential Skills:
* Comprehensive understanding of the financial planning process
* Ability to work independently and deliver results without supervision
* Excellent interpersonal skills, both written and verbal
* Strong multitasking and prioritization skills
Why Join Our Clients Team?
* Comprehensive salary DOE & benefits package
* Hybrid working
* Be part of a supportive and professional team
* Engage in meaningful client interactions
* Advance your career in a dynamic financial environment, with opportunities to work towards becoming a Financial Adviser
Apply now and eleva...