Paraplanner - Glasgow, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Glasgow, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you looking for a new Paraplanning opportunity in 2023?

Glasgow - Hybrid/WFH - Study Support - Career Progression

Salary up to £35K DOE/Qualifications

Highly competitive benefits package including excellent pension and bonus

Our client is a leading Financial Planning company who are looking for an experienced Paraplanner to join their established team.

You will be responsible for providing tailored support to a range of Advisers, assisting in the delivery of advice and ongoingservices to prospective, new and existing clients

Key responsibilities will include:

Conduct research and demonstrate suitability and sustainability to meet the clients' needs
Undertake investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk
Compile illustrations, projections, and associated documentation
Prepare accurate suitability reports, to include full analysis and developing cash flow models
Assist with advisers' diary planning and management of fee income, as required
Keep advisers updated with progress on cases and liaise with them to expedite completion of advice
Ensuring client business is processed compliantly and in a timely manner
Provide support with ad hoc projects and tasks where necessary

Key skills required:

Experienced Paraplanner with excellent report writing skills
CII Level 4 DipPFS qualification or working towards completion
Highly organised, with excellent communication skills and able to manage multiple channels
Strong numerical ability and ability to analyse financial data and performance metrics

**If you are a pro-active team player who is adaptable, flexible, and is looking to accomplish new goals,submit your CV to avoid disappointment