Technical Paraplanner

Posted 30 April by O'loughlin Recruitment Ltd
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We are looking for a Paraplannerto join a firm of Independent Financial Advisers (IFAs) in their Glasgow office, possessing extensive market knowledge and who has been in business for over 10 years.

As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.

To be considered for the Paraplannerposition in Glasgow you will need to have a minimum of one year’s Paraplanning experience or a financial services administrator with exceptional technical knowledge. Diploma Level 4 or willingness to work towards this would be advantageous but not essentially, although you will need to be at least part qualified.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

Don’t delay, apply today for a confidential discussion.

Due to the overwhelming application responses received through various sources, should you not hear from us within 72 hours then please assume your application has been unsuccessful.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

Required skills

  • Administrative Support
  • Financial Services
  • Paraplanning
  • Report Writing Skills

Reference: 52556686

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