Paraplanner Work, Jobs in Falkirk (with Salaries)

Paraplanner (Financial Planning)
Executive Benefit Services (U.K.) Ltd. —Lanark
- From £32,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- Organisational skills
- Financial services
- Life insurance
Quick apply
3d
Senior Paraplanner
RGH‑Global Limited —Glasgow
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Mentoring
- Communication skills
Paraplanner
RGH‑Global Limited —Glasgow
- £35,000 - £50,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
Paraplanner
Glasgow Wealth Ltd —Glasgow
Paraplanner
Seven Investment Management —Edinburgh
- Microsoft Word
- Writing skills
- Continuous improvement
2d

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Senior Paraplanner
RGH‑Global Limited —Glasgow
Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.
£45,000 - £60,000 a year

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Paraplanner (Financial Planning)

Executive Benefit Services (U.K.) Ltd.
Lanark

Quick apply

Job details

Permanent | Part-time | Full-time
From £32,000 a year
3 days ago

Benefits

Additional leave
Company pension
Private medical insurance
Life insurance

Qualifications

Microsoft Word
Financial planning
Report writing
Stakeholder liaison
Organisational skills
Financial services

Full job description

Executive Benefit Services (UK) Ltd is looking for an experienced, diligent, and hardworking individual to join our Team in Lanark.

We have a full-time role available for a Paraplanner. We will consider part time with a minimum of 4-days.

We are a Chartered Financial Planning firm dedicated to providing comprehensive financial planning to our clients. We pride ourselves on giving clients the highest level of service in a professional manner.

We are looking for someone that will be able to work as part of a team in a busy office, with the ability to manage their own workload within reasonable timescales. Having a good working knowledge of IT including Outlook, Excel and Word is necessary. Previous experience of Intelligent Office, FE Analytics and CashCalc is beneficial.

Financial Services knowledge and experience is with a minimum of 2 years’ experience in a Paraplanner role. Diploma qualified as a minimum, with support offered if you wish to progress beyond this. Please do not apply for this position if you do not meet this criteria.

Paraplanner role will allow hybrid working with a maximum of 2 days working from home when full time, following completion of probation period. Please consider our location carefully and do not apply if you are unable to commit to commuting to Lanark – a commute of 30 mins or less would be deemed to be the most suitable.

Duties will include:

Checking client reviews and meeting packs for adviser
Liaising with product providers to gather information
Preparing relevant research and analysis for client recommendations
Preparing client correspondence including reports and recommendations
Ensuring all compliance requirements are met
Ensuring client instruction are actioned
Liaising with clients via telephone and email
Managing tasks and keeping client files fully up to date

To apply please send us your CV and respond to the questions provided.

Excellent benefit package including:

25 days holiday & 10 bank holidays (based on full time)
Birthday day off
Office closes at 4pm on a Friday
Office closed on Christmas Eve through to New Year (holidays deducted)
Pension, Death in service, Private medical, Medical cashback, Income protection
Discretionary bonus
Salary dependant on experience
Career progression opportunities

Job Types: Full-time, Part-time, Permanent

Pay: From £32,000.00 per year

Benefits:

Additional leave
Company pension
Life insurance
Private medical insurance

Application question(s):

Why do you want to leave your current job / why did you leave your last employer?
What is your favourite thing about your previous / current job?
What are you looking for in your next employer?
What is your current location and means of transport to Lanark?
What is your current salary, and other employee benefits?
What is your notice period?
What is your salary expectation for the role?
What is your availability for an interview?
What Financial Planning qualifications do you hold?

Experience:

Paraplanner: 2 years (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

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