Paraplanner

Paraplanner

Glasgow

Hybrid working

Salary up to £42k

This role is best suited to those with 1+ years’ experience as a Paraplanner and hold a Level 4 Diploma. You will be writing reports, conducting research, preparing for client reviews and will have the opportunity to attend meetings. Hybrid working & salary up to £42k.

The Role

Within the role, you will be providing full paraplanning support to the advisors, writing client-friendly reports, conducting research/analysis and dealing with technical queries from clients. You will also be attending client meetings with the advisors in both Scotland and London, being an active participant, learning more about the client, their objectives and providing the solutions they are looking for!

The Business

The business is a close-knit, directly authorized, award winning chartered financial planning firm based in Glasgow who have been in operation for over 20 years. Typically, their clients are high net worth individuals who are recommended through word of mouth after high quality service.

The Benefits

• Salary up to £42,000
• 10% Pension contributions
• 30 days holiday (Including public holidays)
• Hybrid working
• Death in service
• Income protection

Synonyms

Report Writer

If you want to find out more about this opportunity, then simply apply here. You can then leave the rest to us in terms of arranging an interview with the business.