Paraplanner & HNW investment manager

Eden Scott; Glasgow; On-site; GBP 125,000 - 150,000; Full time

Job summary

A leading investment firm in Glasgow is seeking a highly qualified Paraplanner to assist advisers and engage in the full financial planning process. The ideal candidate will have a diploma or chartered status and experience in wealth management. Responsibilities include writing complex reports and conducting analyses. This position offers an exceptional salary and a chance to progress in a company with a strong market reputation and extensive internal opportunities.

Benefits

Exceptional salary

Comprehensive benefits package

Career progression opportunities

Qualifications

• Minimum diploma status required; chartered status preferred.
• Experience in wealth management or investment management role is essential.
• Knowledge and exposure to high-net-worth clients beneficial.

Responsibilities

• Support advisers in the financial planning process.
• Write complex financial reports.
• Conduct extensive analysis after client reviews.

Skills

Confidence under pressure

Complex report writing

Financial analysis

Client relationship management

Education

Diploma or 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 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.