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Permanent

Senior Paraplanner

Glasgow
money-bag 50000.00-50000.00 Annual
3085434072
Posted 1 week ago

Senior ParaplannerGlasgow Wealth Management Hybrid Workingto £62,000 plus excellent benefits packageA leading UK wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning division.Following a series of recent acquisitions and significant growth in assets under management, the firm is continuing to expand its financial planning capability and is looking to strengthen its Glasgow-based team with an experienced paraplanner who can support advisers in delivering high-quality, holistic financial planning advice to clients.The RoleWorking closely with Senior Wealth Planners, you will provide high-level technical support across a broad range of financial planning areas including pensions, investments, protection and tax planning. You will play a key role in researching solutions, preparing suitability reports, and supporting advisers in delivering tailored advice aligned with clients'' objectives.This is a highly collaborative role within an established paraplanning function and offers the opportunity to work on complex financial planning cases within a well-resourced and professional environment.Key responsibilities include:Conducting detailed research across financial planning products and strategiesPreparing clear, client-focused suitability reports and technical documentationSupporting advisers with cashflow modelling and financial planning analysisAssisting in the development of financial planning strategies to meet client objective

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