Advanced Financial Support Specialist
2 weeks ago
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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