Paraplanner - National Independent Financial Advisers

Posted 1 week ago by MB Fitzgerald

One of the UK's leading Wealth Management organisations, with offices across the UK currently seeks to recruit an experienced Paraplanner to join their Glasgow office.

You will be working within an established and growing centralised team of Paraplanners that provide technical support to a number of Senior Financial Planners covering Scotland and the North of England. You will be a day to day point of contact for an established client bank therefore enabling the Advisors to concentrate on developing new Business. Duties will include; report writing, fund research, producing fact finds ect.

To be considered for this opportunity you must hold the some Diploma exams and will ideally be working towards attaining your full Diploma status.

You will be joining a forward thinking and dynamic organisation that will offer excellent opportunities for progression in the future as well as an excellent benefits package.

Reference: 33882931

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