Salary: up to £38,000 + pension
We are eager to identify a suitable candidate to fill a Paraplanning role within our firm. The successful applicant will be Level 4 qualified and will have some experience of dealing with high net worth financial planning scenarios; Chartered status would be an advantage. Full funding of further qualifications can be agreed for those motivated to progress their professional status, if required.
The role will involve technically challenging and interesting work with a small number of high net worth families. A strong background in tax planning and pensions (including defined benefit analysis and reporting) is preferential.
The successful applicant will be responsible for administering significant client assets from the Principal’s desk and have oversight on production of financial planning reports. Knowledge of Intelligent Office, FE Analytics and CashCalc would also be advantageous.
This is an outstanding opportunity with a rapidly expanding firm. Salary: up to £38,000 + pension (dependent on qualifications and experience).
Please contact us for more information or simply submit your CV and a covering email to firstname.lastname@example.org for the attention of our Principal with details of your current and expected remuneration. All enquiries will be treated with the utmost discretion and confidentiality..
We are a firm of expert independent financial advisers in Glasgow – centrally located in George Square, serving clients across Glasgow, Scotland and across the UK.