A leading IFA in Glasgow have a unique opportunity for an experienced Paraplanner to join their fast-growing financial services firm. Support with exams and career development massively encouraged along with involvement in client meetings.
The purpose of this role is to provide client centred advice while setting people on financial track to live the life they desire now, confident that they will be able to do this throughout retirement or knowing what they need to do to make this possible.
To be considered for this role, you will have experience of paraplanning over the last couple of years with the ability to provide technical expertise to support the advisers to deliver the best value to clients.
One of the main responsibilities is liaising with advisers to understand the clients' objectives before writing all draft communication. It is vital you do this as you will be preparing for client meetings while researching to identify suitable solutions.
You will have report writing experience and be able to extract and evaluate individual client financial goals from fact finding. You must be able to translate all technical information into appropriate language, so the client understands.
Additionally, a social media savvy and an interest in marketing/social media would be a plus as they launch new systems, but not a pre-requisite.
- Attractive salary depending on experience
- Leading benefits
- Chance to influence new ideas and develop client facing experience - being part of the whole advisory process
- Professional yet friendly office environment.
An excellent opportunity for the right candidate, please do not hesitate to get in touch to discuss in full confidence.
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Eden Scott is a specialist within Financial Services recruitment including positions within large Wealth Management or Financial Planning organisations to small consultancies.