Paraplanner - Glasgow

JohnstonGreer Ltd; Glasgow; On-site; GBP 32,000 - 38,000; Full time

Job summary

A prominent Wealth Management firm is seeking an experienced IFA Paraplanner in Glasgow. This role entails providing essential technical support and assistance in compiling advice for clients. With a salary range of £32,000 to £38,000 plus benefits and bonuses, candidates should have Level 4 industry exams and demonstrate strong organisational and proactive skills. You will contribute significantly to client communications and compliance while working closely with the internal team.

Qualifications

• Experience as a Paraplanner with Level 4 exams.
• Strong organisational skills to manage workflows.
• Proactive approach to client interactions.

Responsibilities

• Provide technical support for client queries.
• Assist in compiling financial advice documentation.
• Participate in client meetings as required.

Skills

Organisational skills

Proactive mindset

Technical support

Client communications

Education

Level 4 industry exams

Job description

IFA Paraplanner

£32,000 to £38,000 plus benefits and bonus

Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on –

• technical support
• assist with compilation of advice
• report writing
• client communications
• some attendance at initial and review meetings
• compliance
• liaison with internal team

You will be an experienced Paraplanner with the Level 4 (or near) industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment.

If you are interested in this position click the apply button below or you can email your details to [e-mail].