Senior Paraplanner: Strategic Financial Planning & Research in Glasgow

Senior Paraplanner: Strategic Financial Planning & Research in Glasgow

Glasgow Full-Time No home office possible
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A financial advisory firm is seeking a full-time Paraplanner in Glasgow to assist financial advisers with research and report preparation. The role includes developing tailored financial plans and reviewing client portfolios while collaborating with advisers to ensure exceptional service. The ideal candidate should have a strong background in financial planning and relevant qualifications. This position is crucial for delivering high-quality financial advice and support to clients. #J-18808-Ljbffr
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Contact Detail:

KPW Investments Recruiting Team