Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
This is a 100% office based opportunity, designed for serious individuals, looking for a clear path to Chartered Adviser Status.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Glasgow offices.
This is the opportunity to join an excellent accountancy firm who offer a full range of services including audit, accounting, tax, payroll and advisory solutions.
The firm have multiple offices across Scotland and are currently looking to recruit within their Glasgow branch, based on the outskirts of Glasgow city centre.
Having the skills and experience to be successful in a consultancy role requires confidence that what you promise to clients, can be delivered.
This is why this role is a great opportunity for you as the supporting departments covering technical content and compliance checking are tried, tested and established which means that you can consult with the clients, manage expectations and be confident of delivery, leading to further opportunities and growth.
Due to retirement, this role is available with an established Compliance consultancy firm which has many years' experience in this arena, with a very stable and yet, still growing, client base.