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Paraplanner

£30000 - £35000 +benefits

Are you looking for a new opportunity to further develop your career within Paraplanning? Our client is a well-respected Financial Planner based in Glasgow who provide financial advice to both private and corporate clients.

 
Prime Responsibilities:
 
• Research, analyse and compile Financial Planning Reports
• Handling existing client queries wherever possible for the Senior Private Client Advisers
• Providing research for Asset Allocation on a client’s existing portfolio
• Prospecting new clients, qualifying leads and enquiries to ensure business targets are achieved
• Servicing existing clients by providing valuations and portfolio updates as and when required
• Quantifying and analysing clients existing investments
 
This role will incorporate:
 
• Financial Planning Statements (including Cash flow analysis)
• Tax Planning Analysis and Risk Modelling
• Investment Planning and Analysis
• Pension Forecasts and Illustrations
• Ad-hoc projects and tasks as and when necessary
 
About You
 
• Eager to develop professionally and achieve high levels of technical knowledge and sales skills
• To excel and progress within a busy, performance related environment
• To act in a professional manner always, often in the absence of the Senior Private Client Advisers
• Have a basic knowledge of regulatory requirements
• At least 2 years’ experience within a similar role
• Experience of working within a high-pressure environment
• Experience of cash flow modelling and forecasting
• An eagerness to continuously learn and develop skills and knowledge 
 
Skills & Knowledge
 
• Excellent interpersonal skills and telephone manner
• Excellent personal organisational and administrative planning skills
• Highly numerate with excellent attention to detail
• Proven ability to work on own initiative
• The ability to work well within a team environment and build effective working relationships both internally and externally
• Good knowledge of Microsoft Office with accurate keyboard skills
 
Key benefits
 
• Competitive Salary
• Pension
• Flexible Benefits Package
• 25 days plus Bank Holidays
• Voucher schemes
• Full support with your own professional development
Location: 
Glasgow
Job Role: 
Employment type: 
Employed (Full Time)
Sector: 
Paraplanning
Reference Number: 
SR-804