Paraplanner (Pensions) - #1762572
Eden Scott
A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. They fully support and encourage career development - whether being a "career paraplanner" or with a view to move to financial advice over the years to come.
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Preparation of Suitability Reports, Liaising with product providers to collate pension and investment information for replacement contracts. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD.
To be consider you must be an experienced Paraplanner, either having completed your exams or have made significant progress towards (exams fully supported). Your background will include both Pensions and Investments with excellent report writing skills.
Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous but not a pre requisite.
Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received. Along with this they will offer an attractive package, hybrid working, further study support and the chance to join them during a growing time in their history.
Please get in touch as soon as possible to discuss this role and also potentially other opportunities within the area.
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