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Paraplanner - Investment management, HNW, Glasgow
Location: Glasgow, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
2810ae88db13
Job Views:
84
Posted:
13.02.2025
Expiry Date:
30.03.2025
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 support their team due to further growth.
In this role, you will be heavily involved in the full financial planning process with HNW/UHNW clients. Responsibilities include attending meetings, writing complex reports, and undertaking extensive analysis following reviews. You will act as the next point of contact when the adviser is not present. The successful candidate will demonstrate confidence and be able to perform well under pressure to exceed client expectations. There is a clear route for career progression in this forward-thinking business, making it an ideal opportunity for a true Paraplanner to advance their career.
To be successful, applicants must have a minimum of diploma status or be working towards chartered status. Experience within the wealth management field 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 through attending meetings.
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.
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