Join a Vibrant Team as a Senior Paraplanner in Glasgow! Are you a Diploma Qualified Paraplanner looking to taking step up to a Senior Paraplanner position? If so, join our client’s vibrant team in Glasgow where there will be fantastic opportunities to develop and progress as part of this growing business. How You’ll Make an Impact: You’ll provide essential technical support to our advisers, ensuring they deliver maximum value to our clients As the “voice” of the business, you’ll draft clear and client-centred communications. Your quantitative expertise will shine through in bespoke Financial Plans You’ll gather qualitative and quantitative information, using cutting-edge tools, to create compliant and comprehensive financial plans Review and enhance our centralised and low-cost propositions. Dive into exciting project work when needed Your Principal Accountabilities: Understand client objectives by collaborating with advisers Analyse client file notes, fact finds, and meeting notes to support advice Obtain necessary information for accurate financial projections Draft comprehensive financial plans using our house style Skilfully manipulate software for accurate projections Prepare for client meetings, ensuring advice aligns with client needs Assist advisers during...