Salary - 45-60K (salary dependent on experience)
The Company:
A highly regarded boutique Investment Management Company who are ambitiously growing. A fantastic reputation within the Wealth Management industry.
The Role:
This is a unique and highly exciting opportunity for a Senior Paraplanner to assist a top tier Wealth Management Firm in the Glasgow office. The Senior Paraplanner role will be supporting Senior Wealth Planners.
The Senior Paraplanner will be highly experienced Paraplanner who will prepare and implement recommendations and prepare balance sheets for the client portfolios.
The Senior Paraplanner will create and maintain new and existing client files, CGT calculations plus various client reporting requirements.
The Senior Paraplanner will monitor client accounts entrusting that they are not violating guidelines and update and change accordingly.
The Senior Paraplanner will have face to face exposure with clients and will prepare the client meeting summary plan documents and recommendations, obtaining information to create cash flow plans and follow up on return documentation.
The Senior Paraplanner will gather relevant review documents and review reports required for the meetings and will run daily/weekly/monthly performance reports on interval systems, ensuring that any irregularities are inspected and resolved.
The Senior Paraplanner will work with platform and service providers as required.
The Candidate
Minimum of 5 years’ experience in Paraplanning within Wealth Management with proven ability in providing support at a high level.
Financial Planning Diploma Qualified - essential
Excellent written and verbal communication skills and ability to face off the HNW clients.
Strong decision-making abilities, with high attention to detail
Ability to interact with staff at all levels in a fast-paced environment