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Job LocationGlasgow
EducationNot Mentioned
Salary40,000 - 45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Our client is a prestigeous firm of Financial Advisers with an office in Glasgow.This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package includingbonusDue to the current climate they have decided going forward to provide agile working to all staff which means you will have more flexibility over when you are in the office.They are requiring a Paraplanner with 2-3 years minimum experience to support the successful Financial Planners of the business. You ideally have level 4 diploma or be working towards.You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms,overseeing annual reviews and client liaison.Excellent package, flexible working and bonus potential. Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Keyskills :
paraplanningPara PlannerParaplannerPara-plannerpara planning


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