We are looking for a Paraplannerto join a firm of Independent Financial Advisers (IFAs) in their Glasgow office, possessing extensive market knowledge and who has been in business for over 10 years.
As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.
To be considered for the Paraplannerposition in Glasgow you will need to have a minimum of one year's Paraplanning experience or a financial services administrator with exceptional technical knowledge.
Working for this exciting, growing, acquisitive, and profitable business, this Finance Business Partner will report directly into the Finance Director, and business partner with the commercial and operation teams, and be a credible communicator who can build strong relationships and gain buy-in from both finance and non-finance individuals.
You will focus on short and mid-term planning and forecasting, and analysis of monthly and weekly performance, as well as supporting new contracts, pricing and profitability.
Deliver services to the required Service Levels (SLAs) and high quality standards
Ongoing temp role; JOB PURPOSE
On-Site Support Staff are required to perform duties across the range of onsite services and therefore this role requires a flexible, 'can do' attitude working across the range of onsite duties as part of a team to: