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Paraplanner
Location: Glasgow (Newton Mearns)
We are recruiting on behalf of a well-respected financial planning firm with offices in Edinburgh and Glasgow.
Key Responsibilities
1. Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust planning tools.
2. Report Preparation - Draft comprehensive reports covering investments, retirement, tax, and estate planning.
3. Client Communication - Liaise with clients to gather relevant information and help articulate their financial aspirations.
4. Regulatory Compliance - Ensure all recommendations and plans meet FCA regulatory standards.
5. Research & Due Diligence - Analyse financial products and market trends to support tailored client strategies.
6. Support Investment Recommendations - Assist planners in creating bespoke investment portfolios aligned with client objectives.
7. Documentation - Maintain accurate and compliant client records and files.
Ideal candidates will have experience with iO, Excel, and financial planning tools, and be strong team players with mentoring or coaching capabilities. The role offers a competitive salary and excellent benefits.
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