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Paraplanner

O'loughlin Recruitment Ltd
Posted 12 hours ago, valid for 16 days
Location

Glasgow, City of Glasgow G62 6EP, Scotland

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking a Paraplanner to join a firm of Independent Financial Advisers (IFAs) in their Leeds office, offering hybrid working options.
  • The ideal candidate will have extensive market knowledge and at least two years of Paraplanning experience or equivalent financial services administration experience.
  • A minimum of Diploma Level 4 qualification is required for this position.
  • The role involves providing technical and administrative support, including managing policy submissions and report writing.
  • The successful candidate will receive a generous basic salary, bonus potential, and a comprehensive benefits package.

We are looking for a Paraplanner to join a firm of Independent Financial Advisers (IFAs) in their Leeds office (hybrid working offered), possessing extensive market knowledge and who has been in business for over 10 years.

As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.

To be considered for the Paraplanner position in Leeds you will need to have a minimum of two year’s Paraplanning experience or a financial services administrator with exceptional technical knowledge. Minimum Diploma Level 4 qualified is a MUST to be considered for this role.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

Don’t delay, apply today for a confidential discussion.

Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.