Senior Paraplanner - Wealth Planning & Research Lead in Stirling
Senior Paraplanner - Wealth Planning & Research Lead

Senior Paraplanner - Wealth Planning & Research Lead in Stirling

Stirling Full-Time No home office possible
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A trusted financial advisory firm is seeking a Senior Paraplanner for a full-time, on-site position in Stirling. The role involves preparing financial plans, researching client portfolios, and supporting financial advisors. Ideal candidates should have expertise in financial planning, report writing, and advanced analytical skills, along with experience in the finance industry. The firm emphasizes a personalized approach to assist clients in navigating their financial futures effectively.
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Contact Detail:

Gregor Davidson Wealth Management Recruiting Team

Senior Paraplanner - Wealth Planning & Research Lead in Stirling
Gregor Davidson Wealth Management
Location: Stirling
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