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Paraplanner (Glasgow)

Heat RecruitmentGlasgow, Scotland, United Kingdom

16 days ago

Job type

Full-time

Temporary

Job description

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About The Role

Our client is seeking dedicated and detail-oriented

Paraplanner

Location : Glasgow

Salary : £30,000 to £42,000

Type : Full-time

About The Role

Our client is seeking dedicated and detail-oriented Paraplanners to join their continuously expanding, highly successful team in the Glasgow, Lanarkshire area. The primary responsibility is to support a team of Advisers by providing detailed and complex research and report writing. Ideal candidates will have strong analytical skills and experience with financial planning products such as pensions, investments, and protection. Candidates who have attained or are working towards their CII Level 4 Diploma are preferred.

Key Responsibilities

Understand clients’ financial situations and objectives
Provide research, analysis, and technical support
Prepare recommendation reports
Maintain accurate client records
Analyse clients’ circumstances, objectives, and risk profiles
Liaise with financial advisers to query / challenge proposed recommendations

Qualifications

5 GCSEs passes or equivalent including English and Maths

Attainment of or studying towards Diploma in Financial Planning

General knowledge across a wide range of financial planning areas

Experience in an IFA / Wealth Management environment

Benefits

Generous holiday package (including holiday trading)

Ongoing professional development support

Agile working approach

Pension Scheme with employer contributions

5% Flex allowance for various employee benefits

Private medical insurance, death in service cover, group income protection, critical illness cover, lease car service, and more

We are hiring for 8 paraplanner roles across the country. Apply now to join our client’s progressive team and make a significant impact in the financial planning industry.

Apply now or reach out for a confidential discussion.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Industries

Staffing and Recruiting

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Paraplanner • Glasgow, Scotland, United Kingdom