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Paraplanner/Trainee IFA

Location: GLASGOW, LANARKSHIRE, UNITED KINGDOM Salary: 35,000-40,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: about 2 months ago Reference: X3-413579

REED are delighted to be working in exclusive partnership with a well-respected Financial Planning firm in Glasgow, who are looking to introduce a new Paraplanner to their team, with the vision of them moving into a Trainee IFA position, with clients available to service. 

This is an opportunity not to be missed, for those looking to take the next step in their Financial Services Career. 

  • Working closely with the company Directors. 
  • Support in preparing recommendations & writing financial planning reports. 
  • Predominantly covering Investment, Tax Planning, Pre/Post Retirement Planning and Trustee Investments. 
  • Liaising with product providers. 
  • Drafting research documentation. 
  • Shadowing of Directors in Client Reviews & Meetings. 
  • Conducting Client Review meetings. 
  • Ensuring support & advice provided in line with FCA guidelines. 

You must have a minimum of 3 years Paraplanning experience to be considered, it is advantageous to be Level 4 Diploma Qualified. 

You will be offered a competitive salary, clear career progression route & generous benefits package. 

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