Paraplanner

Paraplanner
Glasgow
£30-40K
Monday to Friday (Hybrid working)

Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions?

Perhaps you feel a lack of support In your role?

Or simply looking for a change?

If any of the above are true, then this role should be of interest …

With over 25 years experience in the market, the client has a foundation of offering advice to both local and UK wide clients, no matter the size of their investments / portfolio. Having developed a reputation in the region for being a business that gives back, having been involved in various charities and regularly sponsoring events etc - there is peace of mind knowing you are joining a firm with the right values.

Overview:

- Preparing & implementing recommendation reports

- Completing applications

- Researching suitable solutions and carrying out due diligence on recommended products

- Working closely with Advisers to ensure a professional and efficient relationship.

- Review investment portfolios

- Identify areas that need to be discussed at annual review e.g. IHT and retirement planning

- Analyse investment funds

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Requirements:

- Diploma Qualification (Level 4)

- High level of technical knowledge and experience working as a Paraplanner

- Excellent administration skills and report writing ability

- Recent experience of working in a similar role

- Ability to prioritise tasks and manage own workload

If you are interested in discussing this role in more details contact Sam at Heat.

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