Paraplanner

4 weeks ago


Glasgow Scotland, Scotland, United Kingdom Heat Recruitment 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) is preferred (not a deal breaker however)
  • 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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