Paraplanner
Glasgow
£30-40K
Monday to Friday (Hybrid working)
Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions?
Perhaps you feel a lack of support In your role?
Or simply looking for a change?
If any of the above are true, then this role should be of interest …
With over 25 years experience in the market, the client has a foundation of offering advice to both local and UK wide clients, no matter the size of their investments / portfolio. Having developed a reputation in the region for being a business that gives back, having been involved in various charities and regularly sponsoring events etc – there is peace of mind knowing you are joining a firm with the right values.
Overview:
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Preparing & implementing recommendation reports
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Completing applications
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Researching suitable solutions and carrying out due diligence on recommended products
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Working closely with Advisers to ensure a professional and efficient relationship.
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Review investment portfolios
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Identify areas that need to be discussed at annual review e.g. IHT and retirement planning
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Analyse investment funds
Requirements:
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Diploma Qualification (Level 4)
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High level of technical knowledge and experience working as a Paraplanner
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Excellent administration skills and report writing ability
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Recent experience of working in a similar role
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Ability to prioritise tasks and manage own workload
If you are interested in discussing this role in more details contact Sam at Heat.
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