Paraplanner

Paraplanner/Junior Paraplanner
Glasgow
Office based role
Up to £45k

This role is best suited to Paraplanners or IFA Administrators who are working towards or achieved their Level 4 Diploma. Basic report writing experience is desirable for IFA Administrators. You will be supported by the firm with training and study support provided. Salary up to £45k for experienced Paraplanners.

The Role

Within the role you will be supporting the paraplanning team, writing suitability reports, conducting research and analysis on investments, products and strategies including assisting the advisors prepare these strategies and financial plans. You will also be expected to maintain accurate client records as well as manage client communication.

The Business

The Financial Advisory firm have been in operation for over 10 years and focus on final salary pensions, retirement planning, Inheritance tax planning, investment portfolios, ISA’s and Insurance planning services to small businesses, individuals and charities. The firm use transparent fees without upfront commissions and focus on regular meetings in order to ensure plans align with client objectives.

The Benefits

• Salary up £45k
• Annual leave
• Company pension
• Free parking
• Life insurance
• Private medical
• Sick pay
• Company events
• Flexitime

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.