Trainee Paraplanner

recruitment22

Posted a day ago, valid for 14 days

Glasgow, City of Glasgow G62 6EP, Scotland

Full Time

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Sonic Summary

The Trainee Paraplanner position offers a salary range of £29,000-£32,000 and is based in Glasgow with hybrid working options.
This role is ideal for a Financial Planning Administrator looking to advance their career by providing administrative support to Paraplanners and advisers.
As you gain experience, you will receive training specific to the Paraplanner role and focus on delivering high-quality client service.
Key responsibilities include managing new business submissions, producing client meeting materials, and conducting financial analysis.
Candidates should ideally have some experience in financial planning or a related field, though specific years of experience are not mentioned.

Trainee Paraplanner, £29,000-£32,000, Glasgow/Hybrid If you are a Financial Planning Administrator currently and you’re seeking the next step in your career, then this is the perfect opportunity for you. As a Trainee Paraplanner you will work alongside a highly productive team and initially, you will be providing administrative support to the Paraplanners and advisers, and then as soon as your up to speed you’ll begin your Paraplanner specific training. You will offer a friendly, efficient, professional and effective client service with a focus on quality and accuracy. Your duties will include:

Prompt, accurate and compliant submission of new business
Managing pipeline business and rectifying any concerns which may arise
Produce valuations and meeting packs for client review meetings
Attend client meetings, make notes and take on follow-up tasks
Screening and processing advisers post, e-mails and calls
Suitability report writing, financial analysis and fund / product research

Your benefits will include:

Hybrid working (3 days in the office, 2 days working from home)
Exam entry and course books
22 days holiday rising to 27 days plus bank holidays
Company funded CII membership
4x Death in service

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