Paraplanner

Recruiter
Anderson Knight Limited
Location
Glasgow
Salary
£35,000 + benefits
Posted
16 Sep 2017
Contract Type
Permanent
Hours
Full Time
Anderson Knight is looking for a Paraplanner to join our client based in Glasgow city centre. This role is due to expansion within the company and is an opportunity to join a forward thinking business.

Duties & Responsibilities:

- To collate, with the assistance of administration staff, all the quantitative detailed information required to support any recommendations to be made
- Discuss client objectives with the adviser
- To ensure all relevant paperwork held within a client file is present, Relevant and compliant prior to being passed to administration for filing.
- Ensure all appropriate 'know your client' information has been obtained and can be demonstrated within the relevant client file.
- Identify and discuss areas for planning with the adviser
- Undertake relevant research to identify suitable solutions to meet a client's specific objectives
- Prepare relevant documentation and comparisons ready to be reviewed.
- Prepare draft suitability reports to be discussed with the adviser
- Prepare suitability reports in accordance with the agreed recommendation(s)
- Verify the information in completed applications or proposal forms
- Ensure that administration staff are fully briefed on actions required for implementing any agreed recommendations
- When instructed, make changes to a client's investment portfolio with the assistance of administrative staff
- Act as a point of contact and deal effectively with client queries where required
- To prepare existing client files ready for reviews
- If required, attend client meetings with advisers
- Ensure any updates and reports are issued to clients in a timely manner
- When instructed, review client investment portfolios, asset allocations, risk profile.

Attributes and Qualifications:

- The candidate should be degree qualified / or have experience working as a Paraplanner
- The ideal candidate should be broadminded, ambitious & open to progress
- Be able to work to own initiative

In return our client will offer a generous remuneration package along with the opportunity of further training and development.