Job Description
Job Title: Paraplanner
Industry: Financial Services
Location: Glasgow
Salary: Up to £42,000
Reference Number: 9624
Job Description: Paraplanner
Recruit UK are working on an excellent opportunity for an experienced Paraplanner in the Glasgow area to join a leading Financial Advice Company. This is an excellent opportunity to work in within a well-established office supporting Financial Advisers, you will assist Financial Advisers in all areas of client support, including preparing advice and recommendations, reports, research and analysis.
This is an excellent opportunity for a responsible, self-motivated, well organised experienced paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.
The Role includes: Paraplanner
1. Research, analyse and draft recommendation reports
2. Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
3. Prepare, research and produce annual reviews, including for Drawdown Pensions.
4. Review the client&rsquo...