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Paraplanner

  • Salary: £32000.00 - £35000.00 per annum
  • Location: Glasgow
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    07 Sep 2020
  • Job reference: BBBH34554

Our client, is a national firm of Financial Advisers with a large office in Glasgow. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefit package

They are requiring a Paraplanner with 2-3 years' minimum experience to support the successful Financial Planners of the business. You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison .

Interviews will be taking place shortly.


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