Paraplanner

s1jobs; Glasgow; On-site; GBP 30,000 - 45,000; Full time

Job summary

A reputable organization in Glasgow is seeking an experienced Paraplanner to join their team. The role involves supporting advisers by writing reports, addressing client queries, and conducting market research, with a clear focus on personal career development within a supportive team environment.

Benefits

Excellent salary and benefits

Bonus opportunities

Support for further exams

Qualifications

• Experienced Paraplanner with IFA experience.
• Must work towards diploma qualification.
• Dynamic, hard working, and committed.

Responsibilities

• Accountable for all technical aspects to support advisers.
• Writing reports and client follow-ups.
• Conduct market research prior to client meetings.

Skills

Technical support

Client management

Report writing

Market research

Job description

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Base pay range

My client is a reputable organisation with offices throughout the UK. A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office.

The business has highly performed and following a period of expansion require additional Paraplanner support to their IFAs.

In the role you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating "reasons why" letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations.

To be considered you must be an experienced Paraplanner with experience working within an IFA environment. You do not require to be diploma qualified but you will be expected to work towards this or have already undertaken exams. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth.

In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take. Please upload your CV to apply ASAP and to discuss in more detail.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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