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Senior Financial Services Recruitment Specialist @Recruit UK | Looking after the North West & Surrounding Areas
Job Title: Paraplanner
Location: Glasgow
Reference Number: 9624
Job Description: Paraplanner
Recruit UK is working on an excellent opportunity for an experienced Paraplanner in the Glasgow area to join a leading Financial Advice Company. This role involves supporting Financial Advisers with client support, including preparing advice, recommendations, reports, research, and analysis.
This is an excellent opportunity for a responsible, self-motivated, well-organized paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enhance your knowledge and abilities.
The Role includes:
* Research, analyze, 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 clients’ investment portfolios, 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
* Paraplanning team
* Study support
Skills and experience required:
* Enroute to Level 4 Diploma (Dip PFS) or equivalent
* Paraplanning experience
Recruit UK is a specialist in financial services recruitment, offering expertise, insight, and connections across the industry. We are working with a leading Financial Advice Company in Glasgow on this Paraplanner role.
Our commitment to you
* Start every journey with a conversation to learn about you
* Provide honest feedback on your fit in the job market
* Use our network to match you to your ideal position or confirm if you already have it
* Adopt a holistic approach to career happiness
* Cover the UK with regional support
* Respect your time — we never pester
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Administrative
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