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Paraplanner - Investment management, HNW, Glasgow
Client:
Location:
Glasgow, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
2810ae88db13
Job Views:
11
Posted:
29.04.2025
Expiry Date:
13.06.2025
Job Description:
A truly unique Paraplanning position has arisen in the heart of Glasgow's financial district with our client, a leading Investment Manager, offering hybrid working. They seek a qualified, professional, and experienced Paraplanner to support their team and work in partnership due to further growth.
The role involves being heavily involved in the full financial planning process with HNW/UHNW clients, attending meetings, writing complex reports, undertaking extensive analysis, and acting as the next in line when the adviser is unavailable. The successful candidate will demonstrate confidence and the ability to perform well under pressure to exceed client expectations. There is a clear career progression path in this forward-thinking business, making it an ideal next step for a true Paraplanner looking to advance their career.
Applicants should have at least diploma status or be working towards chartered status. Experience in wealth management, particularly within IFA or investment management firms, is required. Experience with HNW clients and client contact exposure, such as attending meetings or demonstrating the aptitude to do so quickly, is preferred.
An excellent salary and benefits package is offered, along with the opportunity to join a reputable company with limitless internal advancement opportunities.
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