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Paraplanner
IDEX Consulting
Glasgow
On-site
GBP 30,000 - 50,000
Full time
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Job summary
An established industry player is seeking an experienced Paraplanner to join their dynamic team in Glasgow. In this role, you will provide essential technical support, conduct thorough research on various financial products, and craft bespoke reports tailored to client needs. With a focus on delivering high-quality financial advice, this position offers the opportunity to work within a supportive environment that values professional development. If you have a passion for financial services and are looking to advance your career, this role could be the perfect fit for you.
Benefits
Qualifications
- Mindestens drei Jahre Erfahrung im Paraplanning.
- Level 4 qualifiziert, idealerweise auf dem Weg zur Chartered-Qualifikation.
Responsibilities
- Bereitstellung technischer Unterstützung und umfassende Produktforschung.
- Erstellung maßgeschneiderter Berichte für Kunden.
Skills
Education
Tools
Job description
Our client, a leading provider of independent financial advice with offices based in Edinburgh, Glasgow, Aberdeen, and Perth, is seeking an experienced Paraplanner to join them.
As a Paraplanner, your main responsibilities will be to provide technical support, full research of products using a variety of tools, and bespoke report writing.
You will have:
- At least three years' paraplanning experience
- Minimum Level 4 qualified (The ideal candidate will ideally be chartered or aspire to work towards this)
- Knowledge of cashflow systems would be beneficial but not essential
- Knowledge of IO system
Salary & Benefits:
Salary dependent on experience
Company pension
Group life cover
Healthcare
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