Just Financial Group Ltd is a highly reputable and highly regarded firm of Chartered Independent Financial Advisers that are seeking an experienced Paraplanner to join them within the Glasgow area.
This is an ideal opportunity for someone who is looking to play an integral part in an ethical and well-respected IFA practice that recognises and rewards success and commitment.
Role
To provide full technical support to the Directors/Financial Planners
After agreeing a strategy with the Adviser, you will be required to carry out in depth product research, investment fund analysis and the preparation of a full and comprehensive financial report for both individual and corporate clients
Undertake in depth reviews of client portfolios and compile review reports
Assist the Directors with the preparation of client meetings, emails, letters and paperwork as part of the advice process
You will need to handle client queries and help service existing clients on a daily basis
Comply with the firm’s internal Compliance procedures and Training & Competence requirements
Candidate
Previous industry experience as a Paraplanner with previous report writing experience within an IFA firm
Can demonstrate a sound technical knowledge that can be applied to all areas of financial planning
Is professional, ethical, technical and proactive in their approach to providing quality holistic advice
Excellent written/verbal communication as well as organisation skills
Ability to cope well in a busy working environment
Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals
Has achieved or is working towards Diploma Level 4.
Knowledge of Intelligent Office (Intelliflo/IO) would be a big advantage.
Package
Employed position
Can accommodate Flexible working times
Salary range £25k to £35k depending on experience
Attractive benefits package including company pension, private medical cover, study support
If you would be interested in applying for this position please send me (Donna@justfinancialgroup.co.uk) you up-to-date CV detailing your skills and experience. All applications will be treated with the strictest confidence and no personal details will be released.
Comments
About Us
Just Financial Group Ltd is a highly reputable and highly regarded firm of Chartered Independent Financial Advisers that are seeking an experienced Paraplanner to join them within the Glasgow area.
This is an ideal opportunity for someone who is looking to play an integral part in an ethical and well-respected IFA practice that recognises and rewards success and commitment.
Role
Candidate
Package
If you would be interested in applying for this position please send me (Donna@justfinancialgroup.co.uk) you up-to-date CV detailing your skills and experience. All applications will be treated with the strictest confidence and no personal details will be released.
Correct Link: https://www.linkedin.com/jobs/view/558644710/