Paraplanner - Financial Services Professional

6 days ago


Glasgow, Glasgow City, United Kingdom Heat Recruitment Full time

Job Summary:

We are seeking a skilled Paraplanner to join our team at Heat Recruitment. As a Paraplanner, you will play a crucial role in supporting our financial services professionals in delivering exceptional client service.

Key Responsibilities:

  • Prepare and implement recommendation reports to support financial planning and investment decisions.
  • Complete applications and research suitable solutions to meet client needs.
  • Conduct due diligence on recommended products and work closely with financial advisers to ensure a professional and efficient relationship.
  • Review investment portfolios and identify areas for discussion at annual reviews.
  • Analyse investment funds and provide recommendations to support client goals.

Requirements:

  • Diploma qualification (Level 4) in a relevant field.
  • High level of technical knowledge and experience working as a Paraplanner in the financial services industry.
  • Excellent administration skills and report writing ability.
  • Recent experience of working in a similar role.
  • Ability to prioritise tasks and manage own workload effectively.

About Us:

Heat Recruitment is a leading recruitment agency specialising in the financial services sector. We pride ourselves on our commitment to delivering exceptional service to our clients and candidates.


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