Paraplanner Glasgow, Scotland
Job description
In the first instance, please submit your CV and a covering email to [email protected] for the attention of our Principal with details of your current and expected remuneration. All enquiries will be treated with the utmost discretion and confidentiality.
Exciting opportunity to join a successful and growing firm, delivering high quality planning and advice to our bank of high net worth clients. You will support the Principal in analysis, research and report writing. Support and funding for further qualifications and professional development.
The Company
Glasgow Wealth are a full service, independent Financial Planning & Wealth Management firm based in George Square, Glasgow. https://www.glasgowwealth.co.uk.
Simply put, we work with private clients to meet their long-term personal and financial aspirations.
Our clients are exclusively private client families or individuals. By extension of this, our advice will occasionally include our clients’ business interests or trusts. With a focus on high net worth clients, we are able to ensure delivery of high quality planning, advice and experience for our clients.
Following recent successes and growth in business, we are looking to add an experienced Paraplanner to our team.
The Person & the Role
- Autonomy & Impact in the role
- Professional Development
- Focus on quality of service & not volume
- Technically challenging & interesting work
An experienced paraplanner with a desire to deliver high quality planning and service to clients. You will be given a high level of autonomy in the role and support for your professional development.
The role will involve technically challenging and interesting work with a small number of high net worth families. A strong background in tax planning and pensions (including defined benefit analysis and reporting) is preferential.
The ideal applicant will be Level 4 qualified and will have some experience of dealing with high net worth financial planning scenarios; Chartered status would be an advantage. Full funding of further qualifications can be agreed for those motivated to progress their professional status, if required.
You will be responsible for administering significant client assets from the Principal’s desk and have oversight on production of financial planning reports. Knowledge of Intelligent Office, FE Analytics and CashCalc would also be advantageous but not essential.
The Benefits
This is an outstanding opportunity with a successful and expanding firm. Salary: up to £38,000 dependant on experience, plus additional benefits. Support with ongoing development and funding for further qualifications if required.
