PATERSON FINANCIAL PLANNING in Glasgow Salary
21 BLYTHSWOOD SQUARE GLASGOW G2 4BL SCOTLAND
TIN: SC268158
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Earnings on positions in PATERSON FINANCIAL PLANNING
PATERSON FINANCIAL PLANNING is looking for employees for positions:
paraplanner
Responsibility
- supporting advisers by preparing detailed reports, recommendations, and financial plans
- conduct thorough research on financial products, market trends, and regulatory changes to support planning strategies
- prepare documentation and reports to ensure compliance with industry regulations and company policies
- collaborate with financial planners to gather client information and assess their financial needs
- maintain accurate records of client interactions and plan progress within the firm's systems
- provide administrative support as needed, including scheduling meetings and managing client communications
- A key part of this role will be liaising directly with clients preparing for reviews. These skills will be nurtured as the move to IFA position progresses
Requirements
- strong technical knowledge of pensions, investments, and protection products
- excellent communication and organisational skills
- ability to build rapport with clients and deliver a high standard of service
- paraplanning: 1 year
- ambition: A desire to progress into an advisory role within a supportive environment
Earnings on positions in PATERSON FINANCIAL PLANNING
Average salary in this position
Average salary in this position in the country
National average salary
2950 £
Average salary in this company
2083 £