Paraplanner
4 days ago
Are you working towards your Diploma in Financial Planning and looking to become a Paraplanner?
Recruit UK are working on an excellent opportunity for a Paraplanner in Glasgow to join a Financial Planning practice.
Our client is one of the leading Independent Financial Planning practices, with offices across the UK. They put their clients at the heart of everything they do, to ensure they are provided with the highest quality service available.You will be joining ateam of experienced Paraplanners, supporting the IFA’s with research, analysis and reports. You will have the opportunity to utilize your paraplanner skills and be at the core of the planning process.
**Your role as a Paraplanner will include, but not be limited to**:
- Conduct research on clients financial needs
- Understand investment portfolio analysis
- Compile investment/pension/protection illustrations and documentation
- Create and prepare technical suitability reports
- POC for client queries and work directly with IFA’s
- Ensuring FCA regulations and compliance are met
- Support with ad hoc projects and tasks where required
**Benefits for the Paraplanner**:
- Competitive salary of up to £36,000 (negotiable dependent on experience)
- Great progression and personal development
- Supportive working environment
- Leading in technological advances
- Fantastic benefits
- Ability to work from home 2 days a week
**Skills and experience required**:
- Working towards Level 4 Diploma qualification
- Experience working in an IFA practice as a Paraplanner/report writer
- Strong communication and organizational skills
- Eagerness to develop your skills and motivation to reach targets
**Job Title**: Paraplanner
**Industry**: Financial Planning
**Location**: Glasgow
**Salary**: £32,000 - £36,000
**Job Reference**: 15888
**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, RecruitUK are pleased to be working with a Financial Planning firm based in Glasgow on a 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.
**Additional information**:
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