Paraplanner
Recruit UK | Certified B Corp™
Glasgow, Scotland, United Kingdom
Job Title: Paraplanner Industry: Financial Services Location: Glasgow Salary: Up to £42,000 Reference Number: 9624 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an experienced Paraplanner in the Glasgow area to join a leading Financial Advice Company. This is an excellent opportunity to work in within a well-established office supporting Financial Advisers, you will assist Financial Advisers in all areas of client support, including preparing advice and recommendations, reports, research and analysis. This is an excellent opportunity for a responsible, self-motivated, well organised experienced paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role. The Role includes: Paraplanner Research, analyse 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 the client s investment portfolio, performance, asset allocation, risk profile etc Fully understand compliance procedures What s in it for you: Paraplanner Competitive starting salary up to £42k Hybrid working (after probation) HNW Clients Excellent Benefits: DIS, Flex Bens, Pension Paraplanning team Study support Skills and experience required: Enroute to Level 4 Diploma (Dip PFS) or equivalent Paraplanning experience About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Financial Advice Company based in Glasgow on an experienced Paraplanner role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we ll tell you. Take a holistic mindfulness approach career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.