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Exciting Paraplanner Role in Glasgow!
Are you a meticulous professional with a passion for financial planning? Our client is seeking an experienced Paraplanner to join their vibrant team in Glasgow!
Key Responsibilities:
- Client File Management:Â Attend client meetings, ensure all compliance paperwork is in order, and compile financial forecasts
- Recommendations Preparation:Â Work alongside financial planners to identify planning opportunities, conduct research, and draft reports
- Implementation:Â Prepare suitability letters, complete application forms, and execute investment strategies
- Review:Â Foster strong client relationships, organize planning meetings, and review investment portfolios
Essential Skills:
- Comprehensive understanding of the financial planning process
- Ability to work independently and deliver results without supervision
- Excellent interpersonal skills, both written and verbal
- Strong multitasking and prioritization skills
Why Join Our Clients Team?
- Comprehensive salary DOE & benefits package
- Hybrid working
- Be part of a supportive and professional team
- Engage in meaningful client interactions
- Advance your career in a dynamic financial environment, with opportunities to work towards becoming a Financial Adviser
Apply now and elevate your career with a growing, dynamic business! If you have any questions, please contact Pauline low at reed on , looking forward to hearing from you
