Senior Paraplanner
New Today
Job Description
Senior Paraplanner Glasgow (Hybrid Working)
£50,000 £62,000 + Benefits
We are currently recruiting for a Senior Paraplanner to join a highly respected financial planning firm in Glasgow.
This is a fantastic opportunity for an experienced Paraplanner to take the next step in their career, working on complex cases and supporting high-quality client relationships within a collaborative and professional environment.
The Role:- Writing complex suitability reports across pensions, investments and protection
- Supporting Financial Planners with high-value and technical cases
- Conducting in-depth financial research
- Assisting with cashflow modelling and client strategies
- Reviewing and mentoring junior team members where required
- Level 4 Diploma qualified (Chartered or working towards)
- Strong paraplanning experience within a financial planning environment
- Excellent technical knowledge and report writing ability
- Confident communicator with strong attention to detail
- Hybrid working
- Competitive salary and benefits
- Exposure to complex, high-net-worth client work
JBRP1_UKTJ
- Location:
- Glasgow
- Job Type:
- FullTime
- Category:
- Finance And Insurance
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