Office Jobs Paraplanner

Job ReferenceGG3724

Job Title Paraplanner

Job DivisionOffice Jobs

TypePermanent

Salary£25000 - £30000 per annum

LocationGlasgow

Allstaff Commercial Division require an experienced Paraplanner for our client based near Glasgow. Candidates will be working for a small IFA within a very well established team.

Hours of work will be Monday to Friday 9am-5pm and salary up to £30K based upon experience.

Duties will include:

  • Providing technical and research support to advisers
  • Preparing reports for clients
  • Assisting Compliance Manager and Administration Team where required
  • Preparing suitability reports
  • Preparing summary recommendations for administrators to prepare client packs
  • Ensuring recommendations meet company and compliance standards
  • Liaising with advisers to agree actions
  • Researching most suitable products
  • Preparing research on existing investment and pension funds using FE Analytics and O&M
  • Suggesting improvements

It is preferred that candiadets will be Diploma qualified or working toward this as a minimum.

Interested? Please submit your CV through the link today!

Job Information

Job Reference: GG3724
Salary:
Salary From: £25000
Salary To: £30000
Job Industries: Office Jobs
Job Locations: Glasgow
Job Types: Permanent

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