Overview

Senior Paraplanner Jobs in Glasgow, UK at AMG Search

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

Title: Senior Paraplanner

Company: AMG Search

Location: Glasgow, UK

Category:

 

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