Paraplanner

s1jobs; Glasgow; On-site; GBP 55,000 - 60,000; Full time

Job summary

A reputable IFA in Glasgow seeks an experienced Paraplanner. This role involves providing technical support to advisers, with a focus on report writing and market research. Candidates must have IFA experience and be committed to client satisfaction, with the potential for bonus and further qualifications.

Benefits

Bonus potential

Support for further exams

Qualifications

• Dynamic and committed individual with focus on client expectations.
• Experience working within an IFA environment required.
• Must be willing to work towards diploma.

Responsibilities

• Accountable for technical support to advisers.
• Responsible for report writing and market research.
• Follow up on client queries effectively.

Skills

Knowledge of SIPPS

DB transfers

Client management

Education

IFA qualification (working towards)

Job description

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My client is a reputable IFA with an oustanding reputation in the industry. 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 and work in partnership with a senior IFA.

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. A knowledge of SIPPS and DB transfers would be highly advantageous but not a prerequisite

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 and discuss this role with Alison Curran and others in the market in the strictest of confidence.

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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