Financial Planning Professional

2 weeks ago


Glasgow, Glasgow City, United Kingdom Eden Scott Full time

My client, a respected wealth management firm in Glasgow, seeks an experienced Paraplanner to support the Financial Adviser/MD. Key responsibilities include preparing Suitability Reports and liaising with product providers for pension and investment information. Additionally, the successful candidate will assist in due diligence reviews of investment funds and platforms.

To be considered, you must have experience as a Paraplanner within an IFA or significant progress towards completing your exams. Your background should include both pensions and investments, with excellent report writing skills. Familiarity with research tools like FE Analytics and Intelligent Office is advantageous. The ideal candidate will be a committed, enthusiastic, and flexible individual who can bring new ideas to the firm.

The estimated salary for this role is £35,000 - £45,000 per annum. If you are a motivated and organized professional looking to take on a challenging role, please submit your CV and cover letter for consideration.



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