Paraplanner

JR United Kingdom; Paisley; Hybrid; GBP 35,000 - 42,000; Full time

Job summary

A leading Financial Advice Company in Glasgow seeks an experienced Paraplanner to support Financial Advisers. The role offers competitive compensation, hybrid working after probation, and opportunities for further qualifications. Ideal for a self-motivated individual with paraplanning experience looking to advance in a growing firm.

Benefits

Competitive starting salary up to £42k

Hybrid working after probation

Study support

Qualifications

• Enroute to Level 4 Diploma (Dip PFS) or equivalent.
• Prior paraplanning experience is required.

Responsibilities

• Research, analyse and draft recommendation reports.
• Prepare, research and produce annual reviews.
• Fully understand compliance procedures.

Skills

Research

Analysis

Client support

Good IT skills

Education

Level 4 Diploma (Dip PFS) or equivalent

Job description

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Recruit UK are working on an excellent opportunity for an experienced Paraplanner in the Glasgow area to join a leading Financial Advice Company. This is an excellent opportunity to work in within a well-established office supporting Financial Advisers, you will assist Financial Advisers in all areas of client support, including preparing advice and recommendations, reports, research and analysis.

This is an excellent opportunity for a responsible, self-motivated, well organised experienced paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role.

The Role includes: Paraplanner

• Research, analyse and draft recommendation reports
• Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
• Prepare, research and produce annual reviews, including for Drawdown Pensions.
• Review the client’s investment portfolio, performance, asset allocation, risk profile etc
• Fully understand compliance procedures

What’s in it for you: Paraplanner

• Competitive starting salary up to £42k
• Hybrid working (after probation)
• HNW Clients
• Paraplanning team
• Study support

Skills and experience required:

• Enroute to Level 4 Diploma (Dip PFS) or equivalent
• Paraplanning experience

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Financial Advice Company based in Glasgow on an experienced Paraplanner role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.