Paraplanner - Glasgow

IFA Paraplanner

£32,000 to £38,000 plus benefits and bonus

Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. Working in office based your role will focus on –

• technical support
• assist with compilation of advice
• report writing
• client communications
• some attendance at initial and review meetings
• compliance
• liaison with internal team

You will be an experienced Paraplanner with the Level 4 (or near) industry exams, and you will demonstrate the organisational skills and proactive mindset required to flourish in this environment.

If you are interested in this position click the apply button below or you can email your details to info@johnstongreer.co.uk.