Pension Paraplanner

4 weeks ago


Glasgow, United Kingdom Eden Scott Full time

My client is a growing and reputable award winning practice based in Glasgow city centre dealing primarily with a niche market of high net worth individuals. A rare job has become available due to growth of the business and company performance for a highly skilled, experience and technical paraplanner to join their close knit team.

A large amount of the job will be providing investment analysis along with risk profiling for the clients on their books, reviewing and creating reports on behalf of the firm. Working as part of a team of Paraplanners and Sales Support administrators, you will be responsible for research and report writing across a wide range of financial services products including investments, pensions and life products also. It is imperative that you will be highly skilled in suitability report writing and research, accustomed to liaising with clients and providers via telephone and face to face. Excellent communication skills together with a highly attentive nature, committed to a highly technical role in paraplanning at a senior level.


Please submit your details for immediate review and to discuss with Alison Curran prior to proceeding.
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