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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.Â
