Senior Paraplanner

Senior Paraplanner, City Centre Glasgow

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Hybrid working

My client is seeking a detail-oriented and experienced Paraplanner to join a highly experienced team. The ideal candidate will support one financial planner providing comprehensive financial planning services to our clients.

They are a niche business and their clients typically have £1m - £5m portfolios.

You will analyse and prepare financial reports, effectively use IO system.

Assist in creating financial plans and investment strategies

Provide excellent customer service to clients

Ensure accurate and timely completion of tasks

Experience dealing with HNW individuals is ideal

Proficient in report writing and maintaining organised records

Excellent analytical skills and attention to detail

If you are looking to further your career in the financial industry and possess the necessary skills, we encourage you to apply for this exciting opportunity as a Paraplanner.

They are a brilliant business and it is a very relaxed environment.

You must have experience in paraplanning, diploma ideally or working towards

They will support with further qualifications if required