Paraplanner

Join Our Team as a Paraplanner

Are you looking to join a supportive familyoriented financial planning firm where client care and excellence are at the heart of everything we do

Spectrum Wealth Group is Glasgows only Vouched For toprated IFA firm and we are looking for a qualified Paraplanner to help us deliver bespoke wealth management services.

This is so much more than just a standard report writing role. You will be working closely with the financial planners attending client meeting and accompanying our clients on their financial planning journey. Youll be working closely with some amazing people.

About the role

• Paraplanning and writing personalised reports for pensions investment and protection.

• Working closely with the clients and our planners attending client meeting and being an integral part of the whole process.

• Working closely with all team members in the office with the option to be home based two days per week.

• Research using FP tools and platform management.

We are looking for an experienced Paraplanner someone who has a minimum of two years experience gained within an IFA wealth management setting.

• CII level 4 Diploma in Regulated Financial Planning or equivalent.

• Strong knowledge in pensions investments and protection.

• Proficiency with cashflow planning software research tools and investment platforms.

• Experience in preparing research for tax wrappers IHT drawdown financial planning reviews and client servicing.

• Excellent communication and organisational skills.

• Flexibility and a willingness to provide support in a range of other tasks as required.

• Be proactive and able to work on your own.

How to apply:

Were partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments let us know. Only shortlisted candidates will be contacted.

To improve your chances ensure you meet the criteria have the right to work in the UK and submit a clear tailored CV showcasing your relevant experience.

Apply now and take the next step in your career with us!

In return for your expertise we offer a competitive package including:

• Competitive salary based on experience.
• The potential to earn a bonus based on performance
• Pension contributions increasing with length of service
• Group Life
• Group Critical Illness
• Option to join group PMI at competitive cost
• Ongoing professional development and career progression opportunities
• The chance to work with a marketleading firm and learn from industry professionals
• Hybrid working (2 days at home)
• Christmas and New Year closure

We offer a very supportive team environment and opportunities for professional growth within our team.