Paraplanner - £45,000

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Are you an experienced Paraplanner looking for the next step up in your career?  Looking to move into the HNW area and a firm in which you can progress within?

The position is within a boutique firm who offer a comprehensive, high quality advice service to their clients.  They are going through an exciting period of growth having recently bought another firm and are looking for an experienced Paraplanner to join them and work closely alongside the director who advises mostly HNW individuals.  Ideally they are looking for someone who has experience within DB transfers and has the potential for growth within the firm.

The role will be technical with at times, client facing elements to the role and you will have the opportunity to further develop your expertise by working closely with the director of the firm.

On a day to day basis you will be preparing Bespoke Suitability Reports, supporting more junior members of the team and carrying out market research on behalf of the Financial Adviser.

Are you who I am looking for?

  • You must hold your Level 4 Diploma
  • You must hold experience in Paraplanning role within an IFA
  • You will be experienced in writing bespoke reports across pensions and Investments.
  • Ideally you will have experience within DB transfer work, however, if you do not full training to get you up to speed will be provided.
  • Ideally, you will be Chartered status however candidates with a strong background and experience will be considered
  • Preferably you will be keen to progress your career to the next level 

 

In return, you will be offered a generous Salary to £45,000 dependent on experience plus an excellent benefits package.  This is truly a great opportunity for an experienced Paraplanner to join an excellent firm at an exciting time of growth.

 

For more information and a confidential discussion on this role and other opportunities within the area please contact Hannah McCreadie or apply online - 0141 353 8378 @ : financialservices@hrcrecruitment.co.uk

Location: 
Glasgow Centre, Glasgow
Type: 
Permanent
Discipline: 
Life & Pensions
Job Posted: 
Tue, 19 Jun 2018
Closing Date: 
Tue, 03 Jul 2018
Reference: 
3506

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