At a Glance
- Tasks: Support the Financial Planning Team with research and advisory tasks while mentoring colleagues.
- Company: Join Armstrong Watson, a leading firm in financial planning.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Dynamic role with opportunities for career advancement in a collaborative setting.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: A level 4 Diploma and relevant experience in financial planning.
The predicted salary is between 29700 - 36300 £ per year.
Armstrong Watson is recruiting a Paraplanner for our Glasgow office within the Financial Planning service line.
You will provide technical and advisory support to the Financial Planning Team, including consultants and assistants, and collaborate with Leadership & Compliance teams.
The role focuses on research, suitability letter preparation, processing new business, and mentoring colleagues while maintaining up-to-date technical knowledge.
A level 4 Diploma and relevant experience are expected.
#J-18808-Ljbffr
Glasgow Paraplanner - Financial Planning Specialist employer: Armstrong Watson
Armstrong Watson LLP is an exceptional employer that fosters a collaborative and values-driven work culture in Leeds, offering Finance Managers the chance to engage with a diverse client portfolio while delivering high-quality financial services. Employees benefit from tailored professional development opportunities, a supportive environment that encourages growth, and the unique advantage of working in a firm committed to making a meaningful impact across various sectors.
