Technical Research and Implementation Professional

3 days ago


Glasgow, Glasgow City, United Kingdom Austin Fraser Full time
Join our team as a Paraplanning Expert and contribute to delivering exceptional results for our clients. With a competitive salary of £38,000-£45,000 per annum, depending on experience, you will have the opportunity to develop your skills and expertise in financial planning.

About the Role:
In this challenging and rewarding role, you will be responsible for providing technical research, report writing, and implementation services to our Financial Planners. You will work closely with 8-10 Financial Planners to create the best advice solutions for our clients, and maintain accurate client data and KYC information.

Your Key Responsibilities:
* Maintain accurate client data and KYC information* Analyse client goals to identify financial planning opportunities* Research and recommend suitable advice solutions* Write clear and compelling suitability reports* Ensure all work is approved and adheres to our governance process

Our Benefits:
In addition to a competitive salary, we offer a range of benefits, including a hybrid and flexible working policy, 24 days holiday – additional day for each year up to 27 days, and a supportive and friendly working environment. We also offer professional development with study support towards professional qualifications and ongoing CPD and training to enhance your skills.

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