Join Our Clients Team as a Paraplanner in Falkirk!
Are you ready to elevate your career in financial planning? Our client, a leading IFA firm, is looking for passionate individual to join their dynamic team in Falkirk.
The Role:
As a Paraplanner, you’ll support their Financial Planners with technical research, report writing, and implementing advice services. You’ll work closely with 8-10 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:
*Competitive DOE + discretionary bonus
*Hybrid & flexible working policy
*24 days holiday – additional day for each year up to 27 days
*Supportive and friendly working environment
*Professional Development with study support towards professional qualifications and ongoing CPD and training to enhance your skills
*Excellent pension and benefits including Death in Service, Permanent Health Insurance, Company Sick Pay, Childcare Vouchers, and Cycle to Work Schemes
What They’re Looking For:
*Good paraplanning skill set with strong knowledge of financial planning processes, products, and platforms
*Working knowledge of Intelligent Office, Curo or other back-office systems
*CII Diploma in Financial Planning or equivalent attained or progressing towards this
*Knowledge of working with CashCalc, FE Analytics, and Dynamic Planner is preferred
*Proficiency in technical calculations
*Ability to train and provide quality assurance to team members
Ready to make a difference to clients’ lives and grow your career? Apply now and be part of a team that values long-term client relationships and professional excellence! Any questions, please call Pauline Low at Reed on . I look forward to hearing from you.