Paraplanner - Wealth Management IFA, Basics to £42K
- Recruiter
- Astral Recruitment
- Location
- Glasgow
- Posted
- 18 Jan 2018
- Closes
- 18 Aug 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
Our client is a leading National Wealth Management IFA and they are currently looking to expand their technical Support arm
They are in need of an experienced Paraplanner with Level 4 Diploma or imminent completion of it
Accountabilities:
- Manage the planning workflow
- Gather and record client data
- Prepare reports to a professional and timely standard
- Provide information for annual reviews and identify areas not covered
- Develop and maintain all processes relevant to technical support
- Delegate and communicate clearly with technical and client support
- Undertake financial planning and product-based research
- Operate within the compliance and corporate standards of the business
Skills, knowledge and experience:
- Ability to use technical financial planning tools,
- Clear understanding of an adviser’s role
- QCA Level 4 or closer to it
Package offered for this Paraplanner role:
- Salary £35000 to £42000 plus benefits
For more information please call Jason Webber at Astral
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