Hello,
My client is looking for a paraplanner due to expansion.
My client’s paraplanners engage in thorough research, analyse market trends, and craft comprehensive reports. Collaborating closely with their financial advisers and client support teams, offering advice and ongoing services to both new and existing clients. Supported by their experienced paraplanning management and finance team, you'll work on diverse client cases, continually enhancing your skills and expertise.
My clients paraplanners play a vital role in there firm, and their contributions are highly appreciated by their clients. In addition to formulating recommendations, they conduct annual reviews of their clients' finances, evaluate their risk exposure, and adjust their financial strategy to align with evolving circumstances.
They have a values-driven approach and are keen to chat to candidates who would like to be part of a working culture that fosters care, success, and enjoyment. They offer ample support, technical development, and a clear path for career progression.
Who are they looking for?
Working towards your Diploma qualification
Ongoing knowledge of Compliance Procedures and FCA requirements
Prior experience in Intelligent Office, (iO) back office systems and FE Analytics, Fund Research systems would be advantageous.
Will come from a similar FS environment
Strong communication skills
Excellent time management skills
Ability to work independently and as part of a team
Capable of working calmly and effectively under pressure
Flexible, self-motivated, reliable, and eager to learn
Adaptable to the changing needs of the business
Trustworthy; uses discretion with confidential information
Strong Word & Excel knowledge
What does a day look like?
Carrying out technical and product research
Completing simple annual review reports for clients
Complete new recommendation reports for basic financial products such as Life Assurance, ISAs, Collectives and Money Purchase Pension Plans.
Prepare Cash Flow Analysis/reports for clients
Prepare research and complete both review and new recommendation reports for the following:
Pension switch/ transfer recommendations
Arrangements of SIPPs/ SSAS pension plans
Pension Drawdown and pension income withdrawal planning
Pension Annual Allowance and Lifetime Allowance planning reports, including the use of Lifetime Allowance Protection
IHT and Estate Planning recommendations via the use of Trusts, Tax Allowances and tax planning vehicles such as EIS/VCT etc
Investment withdrawal planning and tax planning, including on and offshore investment bond surrenders/withdrawals and Capital gain tax planning
Corporate investment planning and corporate protection, including Keyman Insurance, Relevant Life and Group Schemes.
Location: Glasgow
Salary: From £34k
PLEASE RESPOND WITH LATEST CV TO BE CONSIDERED
Kind regards,
Will Harris| Recruitment Consultant