My Client is currently looking for an experienced Paraplanner to join their business in Glasgow

THE ROLE

• To prepare written advice and provide technical research services to a team of Advisors and partners

• To ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner

• Regularly participate in team meetings, including highlighting issues and owning actions through to resolution

• Assist with any new business initiatives, as required

• Proactive in suggesting improvements for the continuing progression of the team and Company

• Strong technical knowledge and research of financial services products

• Relevant experience in a Wealth Management environment

• Effective communication, both verbally and in writing

• Effective drafting of client advice

• Ability to attend client meetings

THE CANDIDATE

• Ideally Diploma level (or equivalent)

• The candidate must have full paraplanning experience

• Experience in a fee based environment

• Discretionary management, cash flow modelling and financial planning, analysis of existing investments and able to formulate advice with the Wealth Adviser

• Experience in report writing and research (ideally pre-sale)

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