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Paraplanner

Location: GLASGOW, LANARKSHIRE, UNITED KINGDOM Salary: 32,000-40,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 4
Posted: about 1 month ago Reference: X3-384677

We are working with a leading National Wealth Management & Financial Planning firm based in Glasgow who are seeking an experienced Paraplanner to join their successful team, due to expansion. 

Responsibilities

• Providing technical support to advisers
• Dealing with client portfolios, gathering & analysing research
• Compiling suitability reports on a full range of products
• Preparing recommendations on these reports & implementing these
• Regular meetings with the advisers

Desirable Qualities
• Several years' experience working as a Paraplanner
• Obtained Level 4 Diploma in Financial Planning
• Full understanding of all products/services

Benefits
• Competitive salary and benefits package

For further information, please apply or call Heather Yardley at REED Insurance on 0141 241 4700 or email heather.yardley@reed.com

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