Job Description
We are looking looking for an experienced Paraplanner to join this excellent business in Glasgow
You will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer)
THE ROLE
* To prepare written advice and provide technical research services to a team of Advisors and partners
* To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner
* Regularly participate in team meetings, including highlighting issues and owning actions through to resolution
* Assist with any new business initiatives, as required
* Proactive in suggesting improvements for the continuing progression of the team and Company
* Strong technical knowledge and research of financial services products
* Relevant experience in a Wealth Management environment
* Effective communication, both verbally and in writing
* Effective drafting of client advice
* Ability to attend client meetings
THE CANDIDATE
1. Ideally Diploma level (or equivalent)
2. The candidate must have full paraplanning experience
3. Experience in a fee based environment
4. Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser
5. Experien...