Job Description
A truly unique Paraplanning position has arisen in the heart of Glasgow's financial district with our client, a leading Investment Manager offering hybrid working. They seek a qualified, professional, and experienced Paraplanner to play a key part in supporting their team due to further growth.
In this role, you will be heavily involved in the full financial planning process with HNW/UHNW clients. This includes attending meetings, writing complex reports, and undertaking extensive analysis following reviews, acting as next in line when the adviser is not present. The successful candidate will demonstrate confidence and the ability to act well under pressure to exceed client expectations. There is a clear route to progress in this forward-thinking business, making it an ideal opportunity for a true Paraplanner to advance their career.
To be successful, applicants will have a minimum diploma status, if not working towards chartered status. Experience within the wealth management arena in a similar position is required, whether it be with an IFA or another investment manager. Experience with HNW clients is preferred, along with client contact exposure, ideally by attending meetings or the aptitude to adapt quickly.
An exceptional salary and benefits package is available, along with the chance to join a business with an enviable reputation in the market and limitless internal opportunities if desired.
Please get in touch to discuss confidentially as soon as possible by sending your CV or calling Alison. Opportunities like this do not come around often and are unlikely to remain available for long.
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