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Paraplanner (Pensions Management)
3 months ago
My client is one of the top 10 Wealth Managers in the UK and due to a recent acquisition they are now looking for a Paraplanner to join their team in Glasgow.
Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management
Take initiative to maintain technical knowledge and expertise keeping updated on developments and movements in the financial markets and industry.
To be considered for this role you will already be providing a first-class paraplanning service as well as having experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, gaining experience of dealing with more complex areas of financial planning advice. You must also be working towards or achieved your Level 4 Diploma in Financial Planning.
There is potential for this role to move into an advisory role – with full training and support –should the individual choose to develop their career in that direction.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
