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PARAPLANNER

  • Salary: £36000 - £45000 per annum + Excellent benefits package
  • Location: Glasgow
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    25 May 2021
  • Job reference: 35700


Our client is looking for a new Paraplanner to join their team Glasgow.
Specific activities include:

  • Check all compliance paperwork is present
  • Discuss client objectives with Financial Advisers
  • Conduct research into new products
  • Write suitability reports
  • Ensure all compliance paperwork is in order and accurate
  • Make changes to clients' investments as instructed
  • Review investment portfolio, asset allocation, risk profile etc
  • Send planning figures to client for update and revision in preparation for next meeting
  • Initiate review meetings with clients

Great staff benefits, flexible working as well as a generous bonus scheme, are also available.

Please get in touch as soon as possible to discuss

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