Paraplanner Assistant | Training Toward Certification

Eden Scott; Glasgow; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Full training towards professional qualifications

Supportive working environment

Competitive salary and benefits

Career development opportunities

Job summary

A financial services firm in Glasgow is seeking a motivated Paraplanner Assistant to support financial planners with research and reporting. The role involves conducting product analysis and ensuring compliance. Candidates should have experience in financial services and strong numerical skills, with training provided for professional qualifications. This is an excellent opportunity for career development within the industry.

Qualifications

• Experience in Financial Services, preferably in IFA Support Admin role.
• Eager to learn and pursue qualifications in financial planning like CII or CISI.

Responsibilities

• Support financial planners with research and report preparation.
• Assist in preparing financial plans, reports, and investment recommendations.
• Conduct analysis on pension, investment, and protection products.
• Ensure compliance with industry regulations and internal procedures.
• Liaise with clients and product providers for information.
• Maintain accurate records and data management.

Skills

Numerical skills

Analytical skills

Attention to detail

Communication skills

Proficient in Microsoft Excel

Proficient in Microsoft Word

Job description

A financial services firm in Glasgow is seeking a motivated Paraplanner Assistant to support financial planners with research and reporting. The role involves conducting product analysis and ensuring compliance. Candidates should have experience in financial services and strong numerical skills, with training provided for professional qualifications. This is an excellent opportunity for career development within the industry.