Aspiring Paraplanner - Launch Your Financial Planning Career

Acumen Financial Planning Limited; Glasgow; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial services firm in Glasgow seeks a Paraplanner to collaborate with Financial Planners and support client management. The role involves preparing recommendations, managing client queries, and ensuring compliance with financial standards. Ideal candidates possess strong interpersonal skills and a commitment to professional development. A competitive salary and benefits are offered, with opportunities for growth.

Qualifications

• Understanding of the financial planning process.
• Flexible approach to work and ability to multitask and prioritise effectively.
• Ability to convey client circumstances and recommendations clearly.

Responsibilities

• Support client relationship management and ensure compliance paperwork is present.
• Assist in preparing recommendations and draft client review reports.
• Collaborate with Financial Planning Support to meet client expectations.

Skills

Excellent interpersonal skills

Strong written and verbal communication skills

Excellent organisational and attention-to-detail skills

Experience working in a financial services environment

Part DipPFS qualified (minimum three qualifications)

A commitment to work towards Dip PFS

Knowledge of Microsoft Office suite

Knowledge of financial services back-office systems

Job description

A financial services firm in Glasgow seeks a Paraplanner to collaborate with Financial Planners and support client management. The role involves preparing recommendations, managing client queries, and ensuring compliance with financial standards. Ideal candidates possess strong interpersonal skills and a commitment to professional development. A competitive salary and benefits are offered, with opportunities for growth.