Paraplanner
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Location
Glasgow
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Discipline:
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Job type:
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Salary:
£30,000 - £35,000 + benefits
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Consultant:
#
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Email:
pclayton@merje.com
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Job ref:
PC/14821
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Published:
over 2 years 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