Financial Planning Paraplanner: Reports & Research

A financial advisory firm in Glasgow seeks a full-time Paraplanner to support Financial Advisers through high-quality research and documentation preparation. Key responsibilities include preparing client reports, conducting financial research, and ensuring compliance with regulatory standards. The ideal candidate should have a strong understanding of financial planning, excellent report writing skills, and a Diploma in Financial Planning or be working towards Chartered status.

Strong communication and organisational skills are essential for this collaborative role.
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