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We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. This firm have an amazing reputation and are not owned by a consolidator. As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing. You be working with pensions, investments, tax and protection products and will be dealing with a wide variety of different types of clients including high net worth. To be considered for the Paraplanner position you must already have experience in this area. Diploma Level 4 or working towards it is essential. You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits. It is fully flexible and free parking on-site if you are in the office. As an employer, encouragement to go to the next level is encouraged and there will be many options open to you in the future including advice. A very exciting opportunity to join a growing team with lots of career potential!
Job Responsibility:
Provide technical support
Full research of products using a variety of tools
Bespoke report writing
Working with pensions, investments, tax and protection products
Dealing with a wide variety of clients including high net worth