Overview
Join to apply for the Paraplanner role at Sahasraa Solutions.
This hybrid-based Paraplanner job in Glasgow is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients.
Responsibilities
* Providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning
* Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate
* Providing accurate, timely and compliant suitability reports
* Utilising technology to produce accurate solutions
* Undertaking financial calculations including CGT and annual allowances
* Ensuring all advice documentation is compliant
* Communicating effectively internally and externally
* Working closely with the Financial Advisers to gather sufficient information
* Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly
Paraplanner Qualifications
* You should have experience as a Paraplanner
* Good knowledge of financial planning and experience of writing bespoke pieces of advice for complex cases
* Confident undertaking research and financial calculations
* Ideally hold your Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this (support provided)
Company
This national IFA firm are looking to significantly grow their business and recognise that success depends on having the right people in the business. They are looking to build a strong team of passionate and skilled team members.
Benefits
* Salary up to £40,000 depending on experience plus company benefits
* Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + bank holidays, rising by 1 day per year up to 30 days
* Hybrid working after being signed off as competent (typically in line with probation sign off)
* 37.5 hours per week
* Excellent career progression, with individual development plans shaped around your desired career path
Location
Glasgow, Scotland, United Kingdom
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