We require exceptional people to be part of our team and currently have the opportunity for a Paraplanner to join our teams in Westhill, Glasgow, and Edinburgh to support the Financial Planners through the efficient management and administration of client recommendations and the review process.
This varied role will involve:
Preparing and maintaining client files
Preparing and Implementing recommendations
Act as the main point of contact and deal effectively with queries from other parties
Attend client meetings with planners, as and when required
Understand and review client financial information effectively
Assist with the writing of financial planning reports
Identify template report changes
Project work as required
Excellent customer service skills
Strong written communication skills
Experience working in a financial services environment, ideally part DipPFS qualified, but not essential.
Maintain a strong professional relationship with colleagues to ensure an effective and positive working environment
Maintain a relevant level of CPD
Benefit Hub – Discount Platform
Career Advancement Programme
Cycle to Work Scheme, Season Ticket Loans
Competitive holiday entitlement increasing after 5 years’ service including your birthday off.
Critical Illness Cover
Electric Vehicles by salary exchange
Enhanced Family Friendly Policy
Generous Training & Development support and financial assistance
Group Income Protection
Group Life Assurance
Pension – Automatically enrolled into our Workplace Pension after completion of 3 months of service with a 4% Employer Contribution and 4% Employee Contribution with the option of an employer-funded contribution of up to 5% of salary.
Private Medical Insurance
How to apply
A competitive remuneration package is available to the successful candidate interested in being part of our team in our fast-paced and friendly environment, who share our values of being approachable, collaborative, and dedicated. Interested applicants should apply by sending a covering letter and CV to firstname.lastname@example.org
We are proud to be an equal opportunity employer and are committed to recruiting and developing a diverse team, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have requirements in relation to accessibility or mobility, let us know in advance and we will do our best to support you during the recruitment process and any subsequent employment or placement with us.