Exciting Paraplanner Role in Glasgow!

Are you a meticulous professional with a passion for financial planning? Our client is seeking an experienced Paraplanner to join their vibrant team in Glasgow!

Key Responsibilities:

• Client File Management: Attend client meetings, ensure all compliance paperwork is in order, and compile financial forecasts
• Recommendations Preparation: Work alongside financial planners to identify planning opportunities, conduct research, and draft reports
• Implementation: Prepare suitability letters, complete application forms, and execute investment strategies
• Review: Foster strong client relationships, organize planning meetings, and review investment portfolios

Essential Skills:

• Comprehensive understanding of the financial planning process
• Ability to work independently and deliver results without supervision
• Excellent interpersonal skills, both written and verbal
• Strong multitasking and prioritization skills

Why Join Our Clients Team?

• Comprehensive salary DOE & benefits package
• Hybrid working
• Be part of a supportive and professional team
• Engage in meaningful client interactions
• Advance your career in a dynamic financial environment, with opportunities to work towards becoming a Financial Adviser

Apply now and elevate your career with a growing, dynamic business! If you have any questions, please contact Pauline low at reed on , looking forward to hearing from you