Financial Services Paraplanner, Sales Support to IFA's Glasgow

Posted 4 days ago by Astral Recruitment

Our client is a successful National IFA and they are looking to increase their support function

They are currently in need of an experienced Paraplanner for their Glasgow Office

Role:

You will work closely with one or more Advisers and in partnership with the administrative support. Will be responsible for assisting the Advisers in research and compilation of compliant, bespoke client reports, meet client servicing commitments and complying with the business quality standards.

Muyst be an experienced Paraplanner ideally with Level 4 Diploma or close to it

For more details please contact Jason Webber

Required skills

  • Administrative
  • Financial Services
  • paraplanning
  • paraplanner

Application questions

Are you an experienced Paraplanner?
Do you have full Diploma?

Reference: 34299106

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