Paraplanner

Recruit UK is working with one of the UK’s top tier Wealth Management companies, which is looking for a Paraplanner to join their team in Glasgow.

Drawing on an impressive history, alongside embracing a modern approach, this company has developed a leading client proposition that has allowed them to solidify their position in the profession. With a presence across the UK, they manage over £44 Billion of client assets through a dedicated team of professionals.

In this role, you will be working for the Financial Planning team which covers Glasgow and the surrounding areas, supporting a team of advisers with the delivery of expert advice to private clients. Their Paraplanners form an integral part of the advice process, meaning this will be a varied and engaging role. Alongside technical research, you will be involved in client meetings and regular ongoing client interactions. There will also be a focus on developing relationships with internal investment managers, and other teams within the business to ensure the best outcomes are achieved for clients.

What they are looking for:

• An experienced Paraplanner with strong knowledge of pension and IHT planning
• CII Diploma in Financial Planning
• Track record using cash flow planning software

What they offer:

• Salary up to £45,000
• Life assurance, Critical illness, and PHI
• Professional development support
• Excellent Maternity and Paternity cover
• Employee share scheme
• A supportive working environment

If the above role aligns with your values and career plans, then please get in touch or apply online to find out more.