Job Description My client, one of the top 10 Wealth Managers in the UK are seeking a Senior Paraplanner to join their team in Glasgow.
As a Senior Paraplanner you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients. You will also be tasked with preparing suitability reports and other documentation, adhering to the Company’s processes and compliance framework.
Also the Senior Paraplanner will be expected to provide support and guidance to less experienced paraplanners with involvement in process changes and improvements where required and coaching and training of more junior members of the team.
To be considered for the Senior Paraplanner role you will have significant experience of supporting Wealth Planners delivering more complex advice and you must also have achieved your Level 4 Diploma in Financial Planning and ideally be working towards Level 6
There is potential for this role to move into an advisory role – with full training and support –should the individual choose to develop their career in that direction.
If you think you have the skills required and would like to apply, ...