Senior Paraplanner - £50,000 - £62,000 A Year
AMG Search ·
Job Description Senior Paraplanner Glasgow (Hybrid Working) £50,000 £62,000 + Benefits We are currently recruiting for a Senior Paraplanner to join a highly respected financial planning firm in Glasgow. This is a fantastic opportunity for an experienced Paraplanner to take the next step in their career, working on complex cases and supporting high-quality client relationships within a collaborative and professional environment.
The Role
Writing complex suitability reports across pensions, investments and protection Supporting Financial Planners with high-value and technical cases Conducting in-depth financial research Assisting with cashflow modelling and client strategies Reviewing and mentoring junior team members where required
About You
Level 4 Diploma qualified (Chartered or working towards) Strong paraplanning experience within a financial planning environment Excellent technical knowledge and report writing ability Confident communicator with strong attention to detail Whats on Offer: Hybrid working Competitive salary and benefits Exposure to complex, high-net-worth client work JBRP1_UKTJ