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Paraplanner

Sahasraa SolutionsGlasgow, Scotland, United Kingdom

1 day ago

Job type

Full-time

Temporary

Job description

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This hybrid-based Paraplanner job in Glasgow is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.

You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients.

Duties

As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include :

Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate
Providing accurate, timely and compliant suitability reports
Utilising technology to produce accurate solutions
Undertake financial calculations including CGT and annual allowances
Ensuring al advice documentation is compliant
Effectively communicating internally and externally
Working closely with the Financial Advisers to gather sufficient information
Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly

Paraplanner Requirements

You should have experience as a Paraplanner

You should good knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases

You should be confident undertaking research and financial calculations

You should ideally hold your Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this (support provided)

The Company

This national IFA firm are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.

Paraplanner Benefits

Salary ofup to £40,000 depending on experience plus company benefits

Benefits typically include : 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days

Hybrid working after being signed off as competent (typically in line with probation sign off)

37.5 hours per week

Excellent career progression, with individual development plans shaped around your desired career path

Locations

Glasgow

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Investment Advice

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