My client is a reputable IFA with an oustanding reputation in the industry. A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office.
The business has highly performed and following a period of expansion require additional Paraplanner support and work in partnership with a senior IFA.
In the role you will be accountable for all technical aspects of providing support to your adviser(s). A large amount of your time will be spent writing reports, creating 'reasons why' letters, following up on client queries and carrying out market research on behalf of advisers prior to meetings. Your key job duties will focus on your strengths and areas of interest to support your career and aspirations.
To be considered you must be an experienced Paraplanner with experience working within an IFA environment. You do not require to be diploma qualified but you will be expected to work towards this or have already undertaken exams. You will be a dynamic, hard working and committed individual with a focus to exceeding client expectations and helping add to the company's growth. A knowledge of SIPPS and DB transfers would be highly advantageous.
In return you will be offered an excellent salary, benefits and bonus and the opportunity to work within this highly reputable firm. You will be in a close knit, supportive team and be fully supported in any further exams you wish to take. Please upload your CV to apply ASAP or call Alison Curran in Edinburgh to discuss in more detail.