Senior Paraplanner

2 days ago


Glasgow, Glasgow City, United Kingdom Eden Scott Full time
About the Role

We are seeking an experienced Paraplanner to join our team in Glasgow. As a key member of our financial advice firm, you will play a crucial role in supporting our Financial Advisers and contributing to the growth of our business.

Key Responsibilities
  • Preparation of Suitability Reports
  • Liaising with product providers to collate pension and investment information
  • Assisting in due diligence reviews of investment funds and platforms
  • Providing support to Financial Advisers and the Managing Director
Requirements
  • Experience in both Pensions and Investments
  • Excellent report writing skills
  • Knowledge of research tools such as FE Analytics (ideally Intelligent Office)
What We Offer

We offer a competitive package, hybrid working, further study support, and the opportunity to join a growing firm. If you are a committed, enthusiastic, and flexible individual with a passion for delivering high-quality results, we would love to hear from you.


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