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Senior Paraplanner

  • Salary: £40000 - £48000 per annum + Excellent benefits package
  • Location: Glasgow
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    24 Aug 2020
  • Job reference: 34487

Our client, is a reputable and successful Discretionary Fund Manager and Wealth Managers based in Glasgow.

They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth.

This business in 100's of years old and has secured extremely wealthy clients. Due to continued growth, the company requires an experienced Paraplanner to join them, working on a one to one basis with an adviser, specialising in high net worth pensions and investments.

The job holder will be dealing with research, report writing, recommendations and liaising with clients and providers using the best of research tools.

Candidates must have 3 yrs + Paraplanning experience and possess Diploma Level 4 in regulated financial planning. Our client will support either a "career paraplanner" or somebody that wishes to progress to advising over time. This is a full time role offering a long term career path of your choice.

Interviews available immediately, initially via zoom or Microsoft Teams.

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