Advanced Financial Support Specialist

2 weeks ago


Glasgow, Glasgow City, United Kingdom Eden Scott Full time

We are a leading chartered financial advice firm in Glasgow, renowned for our excellence and commitment to delivering high-quality services.

The role of Advanced Financial Support Specialist involves:

  • Preparing comprehensive Suitability Reports
  • Liaising with product providers to obtain pension and investment information
  • Providing expert technical support to the team with paraplanning and research
  • Conducting market research to inform adviser decisions
  • Assisting with due diligence reviews of investment funds and platforms
  • Offering exceptional support to Financial Advisers

A collaborative and close-knit team environment fosters knowledge sharing and encourages suggestions for improvement.

Requirements include experience as a Paraplanner, preferably with a background in Pensions and Investments, and outstanding report writing skills.

The attractive package includes a salary of £35,000 - £45,000 per annum, hybrid working arrangements, further study support, and the opportunity to join during a period of growth and expansion.

This is an excellent opportunity to develop your expertise, advance your career, and make a valuable contribution to our team.



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