Paraplanner

Paraplanner Glasgow GBP30-40K Monday to Friday (Hybrid working) Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions? Perhaps you feel a lack of support In your role? Or simply looking for a change? If any of the above are true, then this role should be of interest hellip; With over 25 years experience in the market, the client has a foundation of offering advice to both local and UK wide clients, no matter the size of their investments / portfolio. Having developed a reputation in the region for being a business that gives back, having been involved in various charities and regularly sponsoring events etc ndash; there is peace of mind knowing you are joining a firm with the right values. Overview: * Preparing implementing recommendation reports * Completing applications * Researching suitable solutions and carrying out due diligence on recommended products * Working closely with Advisers to ensure a professional and efficient relationship. * Review investment portfolios * Identify areas that need to be discussed at annual review e.g. IHT and retirement planning * Analyse investment funds * Requirements: * Diploma Qualification (Level 4) * High level of technical knowledge and experience working as a Paraplanner * Excellent administration skills and report writing ability * Recent experience of working in a similar role * Ability to prioritise tasks and manage own workload If you are interested in discussing this role in more details contact Sam at Heat. #LI-SH1