Paraplanner - #1691585

We are looking looking for an experienced Paraplanner to join this excellent business in Glasgow

You will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer)

THE ROLE

• To prepare written advice and provide technical research services to a team of Advisors and partners


• To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner


• Regularly participate in team meetings, including highlighting issues and owning actions through to resolution


• Assist with any new business initiatives, as required


• Proactive in suggesting improvements for the continuing progression of the team and Company


• Strong technical knowledge and research of financial services products


• Relevant experience in a Wealth Management environment


• Effective communication, both verbally and in writing


• Effective drafting of client advice


• Ability to attend client meetings

THE CANDIDATE

• Ideally Diploma level (or equivalent)


• The candidate must have full paraplanning experience


• Experience in a fee based environment


• Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser


• Experience in report writing and research (ideally pre-sale)

In return you will receive a top rate salary package and excellent bonus.