Social network you want to login/join with:
About the Client
Our client is a highly reputable Wealth Management firm based in Glasgow. They operate independently and are committed to providing holistic financial advice to individuals, trustees, and business owners to help them build, manage, and protect their wealth.
Job Responsibilities
* Conduct research and prepare reports
* Provide recommendations to clients
* Liaise with clients and financial providers using advanced research tools
Candidate Requirements
* Minimum of 3 years paraplanning experience
* Diploma Level 4 in regulated financial planning
Additional Information
Our client supports career progression, whether you're a dedicated paraplanner or aspiring to become an adviser in the future. The role is full-time with a long-term career path, offering hybrid and flexible working arrangements.
Join a friendly local business where you can make a meaningful difference.
#J-18808-Ljbffr