Experienced Paraplanner and Administrator sought to join our team!
McCrea Financial Services is a successful firm of Chartered Financial Planners based in Glasgow with clients throughout the UK. We pride ourselves in providing high quality financial advice to a wide range of clients across all areas of financial planning. As well as being a great place to work.
McCrea were one of the first UK firms of Financial Advisers to be awarded ‘Platinum Status’ by Investors in People.
This is an excellent opportunity for an experienced Paraplanner as well as an experienced administrator to join our team and make a valuable contribution to the business and our clients.
We are looking for an experienced and successful individual who is hard working, enthusiastic, confident and articulate. A team player who is used to working in a very busy and enjoyable office, committed to delivering an excellent service. You will be responsible for preparing clients reports, carrying out ongoing research into products and Investment funds as well as working with our Paraplanning team to provide a first-class service to our clients.
The applicant should be competent across all areas of financial planning (including investments, pensions, protection, retirement options and tax planning) and be prepared to undergo further study/training where appropriate which we will support. You should also have a minimum of 5 years’ experience working in Independent Financial Advisers and you will have attained Diploma standard or higher.
At McCrea the onus is very much on providing a comprehensive detailed service to clients hence the reason our adviser to admin ratio is 1 to 3. This is an excellent opportunity for someone to join our team and make a valuable contribution.
We are looking for an experienced and successful individual who is hard working, enthusiastic, confident and articulate. A team player who is used to working in a very busy and enjoyable office and committed to delivering an excellent service.
You will be responsible for providing high quality support to our Advisers to provide a first-class service to our clients.
This will include arranging appointments, processing business, managing diary systems, dealing with all client communication via email, post and phone. Using your initiative and demonstrating excellent organisational skills to prioritise to meet deadlines is key.
The applicant should have excellent knowledge across all areas of financial planning including investments, pensions, protection and retirement options. You should also have a minimum of five years’ experience working in Independent Financial Advisers.
For both positions, we offer an excellent salary package and many additional benefits. These include Bonus Scheme, Group Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness Cover and Death in Service Benefits as well as a great team to work with at McCrea!
As with all employers right now, we are following government guidelines for home working which is continually under review and this will continue until the Scottish Government move us into phase 4.
We look forward to hearing from you if you think this could be the opportunity for you. Please email your CV and a cover letter stating why you should be considered for this position. Closing date for applications will be 11th September.