�? Paraplanner Opportunity - Join Our Clients Dynamic Team in Glasgow! �?
Are you a skilled Paraplanner with a passion for providing first-rate technical support? Look no further! We’re seeking an experienced professional to become a key part of our client’s established team.
Key Responsibilities:
* Drafting Suitability Reports: Craft clear and concise reports and letters to support advisers
* Technical Expertise: Prepare product summaries and research technical information for inclusion in suitability reports
* Client Portfolio Review: Analyse client portfolios and records, ensuring they’re well-prepared for meetings
* Meeting Support: Attend client meetings, take minutes, and summarise action points
* Product Research: Source illustrations and literature from product providers
* Client Queries: Address client queries (non-advisory) promptly and professionally
* Efficient Operations: Assist in office tasks and maintain client confidentiality
You will be experienced in the following:
* Good background as a Paraplanner with strong technical skill set
* Level 4 or Level 6 Diploma in Financial Planning, or actively working towards these qualifications
* Analytical mindset and high attention to detail
* Team Player with a can-do attitude
On Offer:
* Highly competitive salary DOE
* 35 days annual leave
* Collaborative and supportive team environment
* Study support and career opportunities
* 8% employers pension contribution
* Comprehensive benefits package including PHI
If you are looking for a rewarding career in the financial services and you’re ready to make an impact, submit your CV or contact Pauline Low at Reed on
I look forward to hearing from you!