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Paraplanner - Investment Manager

2 months ago

Glasgow, Glasgow City, United Kingdom Eden Scott Full time

A truly unique opportunity has arisen for a highly qualified and experienced Paraplanner to join a leading Investment Manager in Glasgow. The successful candidate will be heavily involved in the full financial planning process, attending meetings, writing complex reports, and undertaking extensive analysis following reviews.

The ideal candidate will have a minimum diploma status, preferably chartered, and experience within the wealth management arena undertaking a similar position. Experience with High Net Worth (HNW) clients is preferred, along with client contact exposure, ideally through attending meetings or the ability to take to this quickly.

The company offers an exceptional salary and benefits package, as well as the chance to join a business with an enviable reputation in the market and limitless opportunities for career progression.

To be successful in this role, the candidate will need to demonstrate confidence and be able to act well under pressure to exceed client expectations. The company is a forward-thinking business that values its employees and offers a clear route to progress.