Join Our Clients Team as a Paraplanner in Falkirk!
Are you ready to elevate your career in financial planning? Are you an experienced Paraplanner looking to take your next step towards becoming a Paraplanner? Our client, a leading IFA firm, is looking for passionate individual to join their dynamic team in Falkirk.
The Role:
As a Senior Paraplanner, you'll support their Financial Planners with technical research, report writing, and implementing advice services. You'll work closely with Financial Planners to create the best advice solutions for their clients.
Key Responsibilities:
* Maintain accurate client data and KYC information
* Analyse client goals to identify financial planning opportunities
* Research and recommend suitable advice solutions
* Write clear and compelling suitability reports
* Ensure all work is approved and adheres to their governance process
On Offer:
1. Competitive DOE + discretionary bonus
2. Hybrid & flexible working policy
3. 24 days holiday – additional day for each year up to 27 days
4. Supportive and friendly working environment
5. Professional Development with study support towards professional qualifications and ongoing CPD and training to enhance your skills
6. Excellent pension and benefits including Death in Service, Per...