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Paraplanner (Pensions Management)

4 months ago

Glasgow, United Kingdom Martin Aitken & Co Ltd Full time

Contract:
Full-time, permanent
4% employer pension contribution, Annual leave 34.bank holidays, On the job experience, coaching and mentoring, Employee Assistance programme, Cycle to Work Scheme, Corporate Gym Membership - paid in full by MACO, Summer socialising events and Fresh fruit, tea and coffee
We have remained at the forefront of Scottish commerce since 1897 (when the first rules of golf were published) and from our offices in Glasgow we provide our clients with access to a range of audit and accounting, tax, business advisory, corporate finance and financial services.
We are now recruiting for a Paraplanner to join our dynamic team of 4 based in our Glasgow office
The successful candidate will provide support to a team of Financial Planners and support staff using knowledge of all industry products, whilst maintaining excellent working relationships with clients and your team.
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
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.
Prior experience of Intelligent Office, (iO) back-office system and FE Analytics, Fund Research system would be advantageous.
We are somewhere where you'll be offered lots of support, technical development, and career progression
This is an opportunity to work within a progressive accountancy firm, one that rewards its people, encourages personal career growth and development and doesn't pigeonhole' anyone
No agencies please.