Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Savills in Scotland is looking to add a senior planner to its Planning Team to assist with a growing and diverse portfolio of instructions.
Typically, your role will involve managing your own workload, assisting the senior team members on large instructions, EIA co-ordination and screening and scoping exercises, undertaking planning research and enquiries, drafting and finessing reports and planning submissions (site assessments, policy notes, applications, appeals, development plan representations and so on) as well as assisting with the management of the team's caseload and its business development activities.
We are looking for someone with up to 5 years experience, MRTPI and/or RICS qualified and ideally with experience in the renewable energy sector and with EIA project management/assistant project management experience.
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.
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.
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.