Senior Sales Support / Paraplanner - Glasgow

Vacancy posted: Tuesday, 18 October 2016

Salary: 23000 - 26000 per annum
Location: Glasgow

Closing date: 21 October 2016
Job ref. no.: 692524

Our client, a leading Wealth Management firm, is currently recruiting an experienced Senior Administrator / Trainee Paraplanner to join their Glasgow office.

You will be dealing with Investment planning for HNW clients so it is essential that you have had in depth experience of Inheritance Planning.

Duties will include preparing suitability letters, paraplanning support, pension transfers and preparing technical reports and investment calculations.

The ideal candidate will have

Experience in the administration of EIS and VCTs
Previous experience working in financial services sector preferably working with HNW clients
Drafting and producing suitability letters for investments and pensions
Sound knowledge of wide range of products including investments and pensions

You will currently be working as a Paraplanner or IFA Sales Support, financial advisor or helpdesk/technical support capacity. In addition, you will be Level 4 Diploma in Financial advice or working towards it.

This is a unique and exciting opportunity to take the next stage in your career by joining a fast paced and expanding organisation

Reed Specialist Recruitment Limited is an employment agency and employment business.

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About Reed Insurance

Reed Insurance are the UK's leading Financial Services and General Insurance recruiter.

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