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Join Our Clients Team as a Paraplanner in Falkirk!
Are you ready to elevate your career in financial planning? Are you an experienced Paraplanner looking to take your next step towards becoming a Senior Paraplanner? Our client, a leading IFA firm, is looking for passionate individual to join their dynamic team in Falkirk.
The Role:
As a Senior Paraplanner, you'll support their Financial Planners with technical research, report writing, and implementing advice services. You'll work closely with Financial Planners to create the best advice solutions for their clients.
Key Responsibilities:
- Maintain accurate client data and KYC information
- Analyse client goals to identify financial planning opportunities
- Research and recommend suitable advice solutions
- Write clear and compelling suitability reports
- Ensure all work is approved and adheres to their governance process
On Offer:
- Competitive DOE + discretionary bonus
- Hybrid & flexible working policy
- 24 days holiday – additional day for each year up to 27 days
- Supportive and friendly working environment
- Professional Development with study support towards professional qualifications and ongoing CPD and training to enhance your skills
- Excellent pension and benefits including Death in Service, Permanent Health Insurance, Company Sick Pay, Childcare Vouchers, and Cycle to Work Schemes
What They’re Looking For:
- Good paraplanning skill set with strong knowledge of financial planning processes, products, and platforms
- Working knowledge of Intelligent Office, Curo or other back-office systems
- CII Diploma in Financial Planning or equivalent attained or progressing towards Chartered Status
- Knowledge of working with Cash Calc, FE Analytics, and Dynamic Planner is preferred
- Proficiency in technical calculations
- Ability to train and provide quality assurance to team members
Ready to make a difference to clients' lives and grow your career? Apply now and be part of a team that values long-term client relationships and professional excellence! Any questions, please call Pauline Low at Reed on .
I look forward to hearing from you.Â
