Paraplanner - HNW investment manager

s1jobs; Glasgow; On-site; GBP 40,000 - 80,000; Full time

Job summary

A forward-thinking investment management firm in Glasgow is seeking a talented Paraplanner to enhance their financial planning team. This unique opportunity involves engaging with clients, writing complex reports, and providing analytical support to advisers. The ideal candidate will possess a diploma or chartered status and have experience in wealth management, particularly with high-net-worth clients. Join this esteemed company and take your career to the next level in a role that promises growth and development in a dynamic environment.

Qualifications

• Minimum diploma status required, chartered preferred.
• Experience in wealth management or similar roles is essential.

Responsibilities

• Support advisers in the financial planning process and client meetings.
• Write complex reports and conduct extensive analysis.

Skills

Financial Planning

Report Writing

Client Management

Analytical Skills

Education

Diploma in Financial Planning

Chartered Status

Job description

A truly unique Paraplanning position has arisen in the heart of Glasgow with our client, a leading Investment Manager. They seek a highly qualified, professional and experienced Paraplanner to support their advisers and work in partnership with them due to further growth.

In the role, you will be heavily involved in the full financial planning process - attending meetings, writing very complex reports, and undertaking extensive analysis following reviews and acting as next in line when the adviser is not present. With average assets of over 3M, the successful recruit will demonstrate confidence and be able to act well under pressure to exceed client expectations. There is a clear route to progress in this forward-thinking business and the ideal next step for a true Paraplanner to take their career to the next level and beyond.

To be successful, applicants will have minimum diploma status if not chartered. Experience within the wealth management arena undertaking a similar position is required - whether it be IFA or another investment manager. Experience with HNW clients is preferred, along with client contact exposure ideally by attending meetings or the aptitude to take to this quickly.

An exceptional salary and benefits package is available along with the chance to join this business with an enviable reputation in the market and limitless opportunities internally if desired.

Please get in touch to discuss confidentially as soon as possible prior to submission by sending your CV. This is just one of several outstanding roles in the area but is unlikely to remain available for long.