Paraplanner
1 month ago
An exciting opportunity has arisen for a diploma qualified Paraplanner to join a busy city centre office at one of Scotland's leading chartered financial planning practices.
The successful applicant will need previous paraplanning experience and be level 4 qualified, with an aspiration to achieve chartered status.
**Key Responsibilities**
- Prepare suitability reports in accordance with the agreed recommendations.
- Undertake research to identify suitable solutions to meet the client’s needs and objectives.
- Prepare information for analysis by the adviser.
- Review investment portfolio, asset allocation, risk profiles etc.
**What's on offer?**
- Group Pension Scheme - 5% employer and 5% employee contributions
- performance-related bonus scheme
- 24 Days holiday and statutory holidays (11)
- Private Medical Insurance
- Group Critical Illness 2 x salary
- Group Income Protection
- Annual review of salary and bonus package
- element of home working may be available
**What’s next?**
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
**Synonyms**:Report Writer, Technical Support, Para-planner, Paraplanning
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