Para Planner

2 weeks ago

Glasgow, Glasgow City, United Kingdom Resource Matters Ltd Full time
This Para Planning role is a key role within our client's business and provides support to Wealth Planners. This is a Hybrid Working - 3 days home, 2 days office

The role will include:
-

  • You will provide holistic paraplanning support to Independent Financial Advisers, aiding in the delivery of advice and ongoing services to prospective, new and existing clients
  • Conduct research on clients' financial planning arrangements, both existing and recommended, to ensure that the client's needs and objectives are met
  • Undertake investment portfolio analysis, including asset allocation analysis in line with stated attitude to risk
  • Compile investment, pension and protection illustrations, projections and associated documentation
  • Write suitability reports, client service agreement letters
  • Ensure client files comply to both FCA regulations and internal policy and procedure
  • Have secured a number of financial qualifications and be striving towards the Level 4 Diploma in Financial Planning
  • Have previous experience working as a Paraplanner
  • Feel confident working alongside one or more advisers offering relevant advice based on new and existing client queries
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