job details

Paraplanner
AK/GG/PP3
  • Salary: Upto 40K
  • Term: Full Time
  • Sector: Accountancy & Finance
  • Location: Stirling
  • Mar 9, 2018
  • Do you have experience working as a Paraplanner?
  • Would you like to work in Glasgow City centre with one of the most prestigious wealth companies in Glasgow
  • Would you like to work in a plush, modern and friendly office?

Anderson Knight is looking to recruit a Parplanner for one of our exclusive clients based in Glasgow City centre. Our client is a well-established company who are one of the most prestigious firms in Glasgow who deal with the most prestigious clients!

The role will be to provide administrative support for a 1 Financial Advisers firm who are well established and will offer longevity and opportunity.

Duties:

  • Provide all admin support for IFA’s
  • Reporting
  • Researching any information required to meet clients requirements
  • Attending client meetings
  • Preparing suitability letters, reports and documentation
  • Preparing and maintaining client files
  • Collating all client info required
  • Verify info all correct and accurate on applications and proposal forms
  • Discuss client requirements with adviser
  • Make changes to clients’ portfolios
  • Resolving any client queries in a professional manner
  • Prepare clients files for review

Personal Attributes:

  • Excellent organisational skills
  • Analytical
  • Good interpersonal skills
  • Professional and polished

Experience:

  • Proven track in a Paraplanner role
  • Competent in all MS Office Packages
  • Experience in DB Transfers is advantageous

So if you have experience in a similar role please sends in your CV immediately for consideration. There is an immediate start for the right person!!  This is an exciting and prosperous opportunity for a driven, and dynamic Paraplanner who wants to work with the best IFA’s on the market and deal with the most prestigious clients!

Upload your CV/resume or any other relevant file. Max. file size: 128 MB.

Clients

At Anderson Knight we are committed to developing close working relationships with our clients. Contact us now to discuss your hiring needs.

Read More

Candidates

We attract the best quality of candidates due to our sector expertise and market knowledge.

Upload your CV