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Paraplanner

  • Location

    Glasgow

  • Discipline:

    Compliance

  • Job type:

    Permanent

  • Salary:

    £30,000 - £35,000 + benefits

  • Consultant:

    Paul Clayton

  • Email:

    pclayton@merje.com

  • Job ref:

    PC/14821

  • Published:

    23 days ago

The role will involve:

  • Identifying and calculating potential tax benefits/charges to clients
  • Investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk
  • Ensuring client files comply with the company business quality standards
  • Assisting the Advisers in research and compilation of compliant, bespoke client reports
  • Aiding advisers in achieving their fee income targets
  • Compiling investment / pension / protection illustrations, projections and associated documentation
  • Preparing client service agreement letters

Key Requirements:

  •  Have secured a number of financial qualifications and striving towards the certificate in Paraplanning
  • Have previous experience of working as a Paraplanner 
  • Feel confident working alongside one or more advisers offering relevant advice based on new and existing client queries