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.
As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include:
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
Undertake financial calculations including CGT and annual allowances
Ensuring al advice documentation is compliant
Effectively communicating 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 Requirements
You should have experience as a Paraplanner
You should good knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases
You should be confident undertaking research and financial calculations
You should ideally hold your Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this (support provided)
The Company
This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.
Paraplanner Benefits
Salary ofup 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 + BHs, 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
Locations
Glasgow
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