Paraplanner required, National Chartered IFA firm , HYBRID option in Glasgow

Paraplanner required, National Chartered IFA firm , HYBRID option in Glasgow

Glasgow Full-Time 50000 - 50000 £ / year (est.) No working from home possible
Astral Recruitment

At a Glance

  • Tasks: Prepare suitability reports and support financial advisors in a dynamic environment.
  • Company: Join an award-winning National Chartered IFA firm with a strong reputation.
  • Benefits: Enjoy a competitive salary, hybrid work options, and a comprehensive benefits package.
  • Other info: Training provided for those with a background in the Insurance and Advisory sector.
  • Why this job: Make a real difference in clients' financial journeys while growing your career.
  • Qualifications: Experience as a Paraplanner and writing suitability reports; part Chartered status preferred.

The predicted salary is between 50000 - 50000 £ per year.

Our client is a National Chartered award winning IFA firm and they are currently looking for an experienced Paraplanner to join the Glasgow office.

Work Schedule

This role offers a hybrid option with 2 days from home and 3 days in the office.

Responsibilities

  • Prepare suitability reports.

Qualifications

  • Established Paraplanner with experience writing suitability reports.
  • Part Chartered status is ideal.
  • Experience in the Insurance and Advisory (IO) sector is desirable; training will be provided if needed.

Compensation & Benefits

Base salary of up to £50,000 plus a benefits package.

Paraplanner required, National Chartered IFA firm , HYBRID option in Glasgow employer: Astral Recruitment

Join a prestigious National Chartered IFA firm in Glasgow, where you will thrive in a supportive and dynamic work culture that values professional growth and development. With a hybrid working model, competitive salary, and comprehensive benefits package, this role as a Paraplanner offers you the opportunity to make a meaningful impact while enjoying a balanced work-life environment.

Astral Recruitment

Contact Details:

Astral Recruitment Recruitment Team

We think you need these skills to ace Paraplanner required, National Chartered IFA firm , HYBRID option in Glasgow

Suitability Report Writing
Paraplanning Experience
Part Chartered Status
Insurance Sector Knowledge
Advisory Sector Knowledge
Attention to Detail
Communication Skills