Paraplanner

Paraplanner
Location: Glasgow, G41 1HU
Salary: Starting at £35,700 per annum + Benefits!
Contract: Full-time, permanent
Benefits: 4% employer pension contribution, Annual leave 34.5 days inc. bank holidays, On the job experience, coaching and mentoring, Employee Assistance programme, Cycle to Work Scheme, Corporate Gym Membership – paid in full by MACO, Summer socialising events and Fresh fruit, tea and coffee!
We are Martin Aitken, we want everyone who comes into contact with our firm – you, our clients our people and our potential candidates to have a crystal-clear understanding of what we do.
We have remained at the forefront of Scottish commerce since 1897 (when the first rules of golf were published!) and from our offices in Glasgow we provide our clients with access to a range of audit and accounting, tax, business advisory, corporate finance and financial services.
We are now recruiting for a Paraplanner to join our dynamic team of 4 based in our Glasgow office!
The successful candidate will provide support to a team of Financial Planners and support staff using knowledge of all industry products, whilst maintaining excellent working relationships with clients and your team.
As a Paraplanner you will collate all required information to be given to a client, prepare correspondence which includes compiling suitability reports.
In addition to this as our Paraplanner you will have specific responsibility for:
* Carrying out technical and product research
* Completing simple annual review reports for clients
* Complete new recommendation reports for basic financial products such as Life Assurance, ISAs, Collectives and Money Purchase Pension Plans.
* Prepare Cash Flow Analysis/reports for clients
You will prepare research and complete specific review and new recommendation reports for the following:
* Pension switch/ transfer recommendations
* Arrangements of SIPPs/ SSAS pension plans
* Pension Drawdown and pension income withdrawal planning
* Pension Annual Allowance and Lifetime Allowance planning reports, including the use of Lifetime Allowance Protection
* IHT and Estate Planning recommendations via the use of Trusts, Tax Allowances and tax planning vehicles such as EIS/VCT etc
* Investment withdrawal planning and tax planning, including on and offshore investment bond surrenders/withdrawals and Capital Gain Tax planning
* Corporate investment planning and corporate protection, including Keyman Insurance, Relevant Life and Group Schemes.
In order to be successful in this role you must have / be:
* 12 months' previous experience in a Paraplanner role.
* Diploma Qualified, or working towards your Diploma qualification
* Ongoing knowledge of Compliance Procedures and FCA requirements
* Prior experience of Intelligent Office, (iO) back-office system and FE Analytics, Fund Research system would be advantageous.
We encourage applicants within a firm of any sized environment from small independent to Top Tier firm backgrounds to get in touch!
Your continued development, welfare, and flexibility is of key importance to us and much like the ourselves, you should want to be part of a culture where care, success, and enjoyment is encouraged and acted upon.
We are somewhere where you’ll be offered lots of support, technical development, and career progression!
This is an opportunity to work within a progressive accountancy firm, one that rewards its people, encourages personal career growth and development and doesn’t ‘pigeonhole’ anyone!
If you feel you have the necessary skills and experience to be successful in this role click on “APPLY” today, forwarding an up to date copy of your CV for consideration in the first instance!
No agencies please