Paraplanner

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Senior Financial Services Recruitment Specialist @Recruit UK | Looking after the North West & Surrounding Areas

Job Title : Paraplanner

Location : Glasgow

Reference Number : 9624

Job Description : Paraplanner

Recruit UK is working on an excellent opportunity for an experienced Paraplanner in the Glasgow area to join a leading Financial Advice Company. This role involves supporting Financial Advisers with client support, including preparing advice, recommendations, reports, research, and analysis.

This is an excellent opportunity for a responsible, self-motivated, well-organized paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enhance your knowledge and abilities.

The Role includes :

• Research, analyze, and draft recommendation reports
• Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis
• Prepare, research, and produce annual reviews, including for Drawdown Pensions
• Review clients’ investment portfolios, performance, asset allocation, risk profile, etc.
• Fully understand compliance procedures

What’s in it for you :

Skills and experience required :

Recruit UK is a specialist in financial services recruitment, offering expertise, insight, and connections across the industry. We are working with a leading Financial Advice Company in Glasgow on this Paraplanner role.

Our commitment to you

Seniority level

Employment type

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