PARAPLANNER

Main Aspects of the role

To work as a Paraplanner to a very high standard within a very busy Glasgow city centre office. An element of home working may be available.

The successful applicant will be a minimum of Level 4 Diploma qualified with the CII and working towards becoming chartered.

Experience, Knowledge and Skills

  • Be a good people person
  • Have a minimum of 4 years’ experience working in a whole of market advice environment as a Paraplanner
  • Enjoy what they do and view the position as a career
  • Be comfortable working in a very busy office
  • Be able to personalise our template reason why letters and reports to a very high standard
  • Have excellent attention to detail
  • Always place the client first
  • Keep up-to-date with new products, technical or legislative changes within the mortgage and protection marketplace
  • Understanding of the Financial Planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Excellent interpersonal skills, both written and verbal
  • Ability to multi-task and prioritise effectively
  • Good IT skills
  • Good report writing skills

 

 

 

Package

The successful applicant will be given a salary in keeping with their experience and abilities. This will be well above industry average and will also include a performance related bonus scheme.

Additional Benefits include

  • Group Pension Scheme – 5% employer and 5% employee contributions
  • Private Medical Insurance
  • Group Critical Illness 2 x salary
  • Group Death in Service 4 x salary
  • Group Income Protection
  • 24 Days holiday and statutory holidays (11)
  • Annual review of salary and bonus package

To apply, we'll require the following:

  • A covering letter, including a note of your existing salary and benefits 
  • A CV which reflects your skills and experience to match the role

Submit your application to: vacancy@mccreafs.co.uk 

McCrea Financial Services is committed to diversity in the workplace. We encourage applications from applicants regardless of gender, sexuality, or disability. 

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