Pertemps Specialist Division are delighted to working in collaboration with a nationwide investment management firm, who are looking to add an experienced and qualified paraplanner to their team, based in their Glasgow office. Liaising primarily with the financial planning team, you will be responsible for understanding clients requirements and goals, in order to devise clear and strategic research solutions for their client base.
The organisation primarily deals with HNW (high net worth) clients, investments, estate planning, pensions, bonds, and protection. Due to organisational expansion and relocation to new offices, the client is looking to add to their already well-established team. The client offers fast-track career progression into a management function or advisory position for dedicated and ambitious professionals.
- Previous experience in a financial services organisation as a paraplanner/technical support consultant.
- Minimum CII Level 4 (DipFA) qualified.
- Experience working with High Net Worth clients (HNW).
- Strong technical and industry knowledge is essential.
If you are looking for a new opportunity within financial advisory, get in touch with Lewis Slight for a confidential chat. 0131 357 2411.
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