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!