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Senior paraplanner

Greenock
Amg Search
Posted: 26 April
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

JBRP1_UKTJ

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