Paraplanner

Recruiter
MERJE
Location
Glasgow, Glasgow City
Salary
£30,000 - £35,000 + Benefits
Posted
27 Jul 2018
Closes
26 Aug 2018
Ref
PC/14821
Experience Level
Officer
Contract Type
Full time, Permanent

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