Paraplanner - Glasgow

Artemis Recruitment Consultants Ltd; Glasgow; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading financial consultancy is seeking a Paraplanner in Glasgow to support advisers by delivering complex reports and managing client relationships. This hybrid role requires strong communication skills and knowledge of financial compliance, along with a commitment to continuous training and professional development.

Qualifications

• Experience as a Paraplanner or in financial services is essential.
• Commitment to pass internal exams within 3 months.

Responsibilities

• Deliver high-level reports to clients, supporting financial advisers.
• Provide workflow updates to partners and ensure effective communication.

Skills

Client Communication

Regulatory Compliance

Financial Reporting

Job description

Type of Position: Paraplanner - Glasgow

Pay: £40k - £50k

Reference: Glasgow1

Paraplanner - Glasgow

Our client is looking for an experienced Paraplanner to join their team, based in their Glasgow office. You will help to deliver high-level and complex reports to clients, supporting the advisers in providing expert financial advice.

This will be a hybrid working role, based 2-3 days a week in Glasgow.

Main responsibilities

1. The client is at the heart of their values and therefore all communication should be bespoke to them and written in concise Plain English.
2. Ensure the advice you provide is considerate to the client and appropriate, and if not, have the confidence to challenge the Partner.
3. You will be required to keep up to date with all relevant training and best practice to enable this standard to be met.
4. This includes company and departmental training, competence, and development initiatives.
5. Commitment to pass basic internal financial industry exams set by within 3 months of employment.
6. Regularly provide workflow updates to Partners regarding their cases so they feel in control and can manage client expectations.
7. Have a thorough understanding of the company's advice process, reporting format, pre-approval process, and regulatory requirements.
8. Work closely with other Paraplanners and the Paraplanner Team Leader to share ideas and best practice, including:

• All aspects of a good customer experience.
• Assist your paraplanning colleagues in busy periods.
• Identifying any process improvements that can be made.

Continue to effectively promote the Central Paraplanning Team’s positive team culture and dynamic by working closely with other teams and departments.

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