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Senior paraplanner

Glasgow (Glasgow City)
Amg Search
£60,000 a year
Posted: 4 May
Offer description

Senior Paraplanner Glasgow (Hybrid Working)
£50,000 £62,000 + Benefits
We are currently recruiting for a Senior Paraplanner to join a highly respected financial planning firm in Glasgow.
This is a fantastic opportunity for an experienced Paraplanner to take the next step in their career, working on complex cases and supporting high-quality client relationships within a collaborative and professional environment.
The Role: Writing complex suitability reports across pensions, investments and protection
Supporting Financial Planners with high-value and technical cases
Conducting in-depth financial research
Assisting with cashflow modelling and client strategies
Reviewing and mentoring junior team members where required
About You: Level 4 Diploma qualified (Chartered or working towards)
Strong paraplanning experience within a financial planning environment
Excellent technical knowledge and report writing ability
Confident communicator with strong attention to detail
Whats on Offer: Hybrid working
Competitive salary and benefits
Exposure to complex, high-net-worth client work

TPBN1_UKTJ

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