We have an exciting new opportunity for a Paraplanner to join our client, a leading firm of Accountants and Financial Advisors in Glasgow.

We are looking to speak with experienced Paraplanners to join our client’s Paraplanning Team. You will prepare and produce robust suitability reports, as well as providing technical research services to Financial Advisers, covering a variety of advice types, including Defined Benefit Transfers.

What you’ll do

• Ensure that the preparation of reports and technical research is of the highest quality, delivered in an efficient and compliant manner whilst mitigating any risks to the business
• Prepare suitability reports using the templates provided, for a wide variety of advice types
• Conduct technical research on existing and newly recommended products, along with fund research
• Ensure all relevant compliance, internal business documents and provider documents have been completed and are located on the back-office system
• Ensure all tasks are conducted and completed in line with company policy and procedures
• Maintain awareness of and act in accordance with all Compliance and legislative obligations
• Discuss client objectives with Financial Advisers, identifying where further client information is required to prepare suitability reports
• Develop and maintain effective relationships with colleagues
• Deal effectively with queries from colleagues and other parties through effective communication
• Consult with product providers and other third parties effectively
• Report any breaches in the first instance to the Compliance Manager
• Accurately and efficiently support the Paraplanning Team to enable the achievement of standard internal business targets for suitability reports and research.
• Participate in team meetings
• Proactively enhance industry and company knowledge, through external and internal sources

What you’ll need

• Prior experience working as a Paraplanner or within Financial Planning
• Experience in writing suitability reports and producing research (Training will also be provided)
• Understanding of a variety of Financial Planning processes
• Ability to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Accurate with an eye for detail
• Excellent communication skills, both written and verbal
• Ability to multitask and prioritise effectively
• Strong IT skills
• Excellent report writing skills
• Ability to work independently and as part a team

What you’ll receive

Competitive salary |  Enhanced Pension Contributions | Group income and protection scheme | Family friendly leave entitlement | Corporate Gym Membership | Employee Referral scheme | Electric Vehicle salary sacrifice scheme | Hybrid working |Career progression and development

This is a full-time, permanent role. 

What’s next?

Contact Jason or Susan for more info or apply via the link below.

Equal Opportunities

Cross Resourcing is committed to equal opportunities regardless of gender, race, disability, sexual orientation, religion or belief and age.