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Paraplanner Opportunity - Join Our Clients Established 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:Â Craft clear and concise reports and letters to support advisers
- Technical Expertise:Â 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:Â Attend client meetings, take minutes, and summarise action points
- Product Research:Â Source illustrations and literature from product providers
- Client Queries:Â Address client queries (non-advisory) promptly and professionally
- Efficient Operations:Â 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!
