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Job Location | Glasgow |
Education | Not Mentioned |
Salary | 36,000 - 45,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
* Quarterly bonus* Hybrid working* Excellent wealth management firmFram are delighted to be working with an excellent wealth manager who are seeking an experienced Paraplanner for their Glasgow office. This role is due to growth and will be to support a team of chartered financial advisors. This is a technical role that involvesresearching products and applying models recommended by the investment committee, so the advisor can make the suitable recommendations to their clients.Responsibilities include : * Check and complete compliance paperwork form administration team* Discuss client objective with advisor* Undertake research for client solutions* Prepare report recommendations for advisor* Prepare suitability letters* Make recommended changes to clients investment as intrusted by advisorThe ideal candidate must have level 4 or higher, however our client is open to talking to someone with paraplanning experience who is working towards level 4. Applicates must have financial services experience, a working knowledge of financial platforms andwraps, and a background in paraplanning/ report writing.The role is hybrid with 2/3 days in Glasgow office, however they would consider someone for their Edinburgh office also.