Paraplanner

Join Our Clients Award-Winning Team in Glasgow!

Are you an experienced Paraplanner looking for a dynamic role where you can make a real impact? Look no further! Our client, a thriving Financial Planning business is seeking a talented individual to join their friendly and supportive team.

Why Choose Our Client?

• They take pride in nurturing talent and providing ample opportunities for growth
• As a critical player, you’ll shape the client experience, ensuring satisfaction and advocacy
• Be the face of their brand externally where you will engage in events and activities

As a Paraplanner, you’ll wear many hats.

Key Responsibilities include:

• Maintain and organise client files
• Prepare recommendations for review by our Financial Planner
• Implement client journey documentation
• Provide accurate data to our management team
• Coordinate office activities for seamless operations
• Ensure all paperwork is in order
• Document client risk profiles
• Discuss client objectives with Financial Planner
• Compile financial cashflow forecasts
• Dive into research independently and collaboratively
• Prepare information and comparisons for analysis
• Draft recommendation reports
• Craft suitability letters aligned with recommendations
• Complete application and proposal forms
• Keep compliance records impeccable
• Make changes to clients’ investments as instructed
• Attend client planning and servicing meetings
• Be visible on relevant platforms, amplifying their business impact
• Obtain referrals from clients and spot sales opportunities
• Drive their BD strategy through events and activities

On offer:

• Salary DOE/Qualifications
• 27 days holidays + bank holidays
• Supportive and friendly working environment
• Continuous training and support
• Study assistance towards professional qualifications
• 6% Pension contribution
• Benefits including Death in Service & PMI
• Day off for your birthday

Ready to embark on an exciting journey with our client? If you want to work for a forward-thinking company that will give you scope to develop and progress, please submit your CV to avoid disappointment. Alternatively, please contact Pauline Low at Reed on . I look forward to hearing from you!