Experienced Paraplanning Professional
1 week ago
Role Overview
A rare and exciting opportunity for an experienced paraplanner to join a leading chartered financial advice firm in Glasgow has become available.
Key Responsibilities
- Preparation of Suitability Reports
- Liaising with product providers to collate pension and investment information for replacement contracts
- Providing technical support to the team with paraplanning and research support
- Carrying out market research on behalf of your adviser prior to meeting
- Assist in the on-going due diligence reviews of investment funds and Platforms
- Provide appropriate support to the Financial Adviser / MD
About Us
Our firm is a close knit and warm, professional business team with a strong focus on collaboration and knowledge sharing.
About You
To be considered, you must be an experienced Paraplanner with a background in both Pensions and Investments and excellent report writing skills.
What We Offer
We offer an excellent opportunity to develop your experience, further your career and utilise your expertise in a growing firm.
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