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Senior Paraplanner

2 months 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
  • Prepare Suitability Reports and liaise with product providers to collate pension and investment information for replacement contracts.
  • Assist in the on-going due diligence reviews of investment funds and Platforms.
  • Provide support to the Financial Adviser and Management team.
Requirements
  • Proven experience in both Pensions and Investments with excellent report writing skills.
  • Knowledge of research tools such as FE Analytics is desirable, but not essential.
  • A flexible and enthusiastic individual with the ability to bring new ideas to the firm.
What We Offer
  • An attractive package and hybrid working arrangements.
  • Further study support and the opportunity to join our firm during a period of growth.

We are a close-knit team that values commitment and enthusiasm. If you are a motivated and experienced Paraplanner looking for a new challenge, please get in touch to discuss this opportunity further.