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Financial Services Technical Adviser / Paraplanner - Glasgow

Posted 28 February by Birchfield Recruitment Ltd Ended

My client offers a broad range of services to help manage a client’s wealth and achieve their financial and lifestyle objectives. Their financial advice and investment management services are provided by highly qualified professionals with a long experience of serving clients through different economic cycles.

In order to assist the Advisors we are recruiting for a Level 4 Diploma qualified Technical Advisor to work as part of a close team. The successful individual will have the opportunity to support and provide primary interaction with clients.

Job Summary & Key Responsibilities :

  • Discuss client objectives with the Adviser during debrief
  • Identify any shortfalls in client information and discuss with the Adviser
  • Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser
  • Undertake research to identify suitable solutions to meet the client’s needs
  • Request and obtain information/comparisons for analysis by the Adviser
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Check all compliance paperwork and internal sign off documents are present
  • Prepare draft recommendation reports to be discussed/signed off by the Adviser
  • Ensure any recommendations detailed in a report are in line with any internal guidance/procedures
  • Request and obtain application forms and other associated paperwork
  • Submit paperwork when advice taken up in accordance with Company procedures
  • Ensure all paperwork is in order
  • Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures
  • Undertake annual reviews
  • On-going servicing of clients as and when required
  • Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business

What you will receive in return :

  • Client contact
  • Excellent team environment
  • Competitive salary and package
  • Dedication to ensure your success

PRS builds close relationships with candidates and clients to fully understand their needs. You can rely on PRS for support at any stage through interview and selection process.

Required skills

  • Paraplanning
  • Reports

Reference: 34252882

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