Paraplanner

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

Job summary

A reputable firm is seeking an experienced Paraplanner to join their Glasgow office. The role involves providing comprehensive support to IFAs, including writing reports, client follow-ups, and market research. A supportive team environment and further qualification opportunities are offered.

Benefits

Excellent salary and benefits

Support for further exams

Close-knit team environment

Qualifications

• Experienced Paraplanner within an IFA environment.
• Dynamic, hard working, committed individual.
• Focus on exceeding client expectations.

Responsibilities

• Provide technical support to advisers.
• Write reports and reasons why letters.
• Conduct market research for adviser meetings.

Skills

Client support

Technical analysis

Market research

Education

Progress towards diploma

Job description

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.