Paraplanner - Investment Manager

6 days ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time

A truly unique Paraplanning opportunity has arisen with our client, a leading Investment Management firm. They seek a highly qualified, professional, and experienced Paraplanner to support their financial advisers and work in partnership with them due to further growth.

In this role, you will be heavily involved in the full financial planning process - attending meetings, writing complex reports, and undertaking extensive analysis following reviews. You will also act as a key support to the adviser, providing expertise and guidance to ensure exceptional client outcomes.

To be successful, applicants will have a minimum diploma status, preferably chartered. Experience within the wealth management arena, undertaking a similar position, is required - whether it be an Independent Financial Adviser (IFA) or another investment management firm. Experience with High Net Worth (HNW) clients is preferred, along with client contact exposure, ideally by attending meetings or the aptitude to take to this quickly.

An exceptional salary and benefits package is available, along with the chance to join this business with an enviable reputation in the market and limitless opportunities for career progression.

This is a fantastic opportunity for a Paraplanning professional to take their career to the next level and beyond. If you are a motivated and experienced Paraplanner looking for a new challenge, please get in touch to discuss further.

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