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Exciting new Financial Planning Administrator - Junior Paraplanner Opportunity in Glasgow!
Are you an experienced Financial Planning Administrator looking to take the next step in your career? Our clients are a dedicated financial services business, specialising in wealth planning advice for individuals, small businesses, and charities. Their mission is to help clients achieve their financial goals through providing personalised and transparent services.
As a Financial Planning Administrator – Junior Paraplanner, you will:
- Analyse financial data and assist in creating financial plans
- Communicate effectively with clients
- Manage documents and ensure accuracy
- Support the creation of suitability reports for ISAs, Pensions, Investments, Bonds, Trusts, and Mortgages
Knowledge and skills required:
- Experience in a similar financial planning environment
- Proficiency in creating suitability reports for various financial products
- Strong analytical and communication skills
- Excellent organisational skills and attention to detail
- Working towards professional qualifications such as Level 3 Diploma in Paraplanning
On Offer:
- Competitive salary up to £35K
- Study support to help you achieve your professional goals
- Pension and benefits package
- Free parking for your convenience
If you're ready to join a dynamic team and make a difference in the world of financial planning, apply now! If you have any questions, please contact Pauline Low at Reed on . Let's achieve financial success together.
