Paraplanner

Paraplanner

Paraplanner

Reed

Reed

Glasgow, Lanarkshire

2 days ago

No application

About

Paraplanner East End Glasgow, hybrid working£40,000 - £50,000 An established financial planning firm is looking to appoint an experienced Paraplanner to support its advisory team and contribute to the delivery of high quality, client focused financial advice. This role would suit a technically capable Paraplanner who enjoys report writing, research and working closely with advisers. You will join a professional and sociable office environment where paraplanning is valued and where ongoing development is actively supported. The role You will work closely with Financial Planners to ensure advice is thoroughly researched, clearly documented and aligned with each client’s objectives. Your responsibilities will include: Preparing detailed financial reports and suitability documentationCarrying out technical research across investments, pensions and wider financial planning strategiesSupporting advisers in the design and delivery of tailored financial plansProducing cashflow models to support retirement and long term planningMaintaining accurate and up to date client records using back office systemsLiaising with clients to gather information and respond to queries in a timely, professional mannerDelivering a consistently high standard of client service What you will need Previous experience in a Paraplanner role within a financial planning or wealth management environmentStrong report writing skills and solid technical understanding of financial planning adviceExperience using Intelligent Office, or similar back office systems, would be advantageousExcellent organisation, accuracy and attention to detailA professional, client focused approach About the company The business is a well