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Professional Practice requires a Paraplanner to join their offices based in Glasgow, to analyse Client portfolios and produce technical reports for Consultants and Directors. You will be expected to draft reports and letters to Clients on specific Client planning issues, draft and coordinate technical reports and research for presentations and reviews. Additionally you will assist in checking valuations, handle and resolve the day to day queries both relating to new and existing business and provide Consultants with proactive recommendations based on knowledge of Clients. This will be a non-regulated client facing role where you will be expected to attend client meetings alongside a consultant to take notes and produce minutes.
To be considered you will have a full understanding of the administrative procedures relating to the different categories of business and ensure they conform to regulatory and Firm standards as well as all practices and disciplines including Investments, Corporate Pensions and Financial Planning. Full Financial Planning Certificate, Diploma in Financial Planning and educated to at least A Level is essential for this role. Experienced in using Adviser Office (1st Software) is also required. Salary is £negotiable, however for candidates who hold all relevant experience, salary could be as high as £42,000.