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Paraplanner

5 months ago

Glasgow, United Kingdom Heat Recruitment Ltd Full time

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:

* Preparing & implementing recommendation reports

* Completing applications

* Researching suitable solutions and carrying out due diligence on recommended products

* Working closely with Advisers to ensure a professional and efficient relationship.

* Review investment portfolios

* Identify areas that need to be discussed at annual review e.g. IHT and retirement planning

* Analyse investment funds

*

Requirements:

* Diploma Qualification (Level 4)

* High level of technical knowledge and experience working as a Paraplanner

* Excellent administration skills and report writing ability

* Recent experience of working in a similar role

* 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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