Exciting Paraplanner Role in Glasgow Are you a meticulous professional with a passion for financial planning? Our client is seeking an experienced Paraplanner to join their vibrant team in Glasgow Key Responsibilities: Client File Management: Attend client meetings, ensure all compliance paperwork is in order, and compile financial forecasts Recommendations Preparation: Work alongside financial planners to identify planning opportunities, conduct research, and draft reports Implementation: Prepare suitability letters, complete application forms, and execute investment strategies Review: Foster strong client relationships, organize planning meetings, and review investment portfolios Essential Skills: Comprehensive understanding of the financial planning process Ability to work independently and deliver results without supervision Excellent interpersonal skills, both written and verbal Strong multitasking and prioritization skills Why Join Our Clients Team? Comprehensive salary DOE & benefits package Hybrid working Be part of a supportive and professional team Engage in meaningful client interactions Advance your career in a dynamic financial environment, with opportunities to work towards becoming a Financial Adviser Apply now and elevate your career with a growing, dynamic business If you have any questions, please contact Pauline low at reed on, looking forward to hearing from you