Paraplanner - Wealth Planning & Research Specialist

A financial advisory firm in Glasgow is seeking a full-time Paraplanner to support Financial Advisers through research and documentation preparation. The successful candidate will ensure accurate, compliant reports and maintain up-to-date client records. Essential skills include a strong understanding of financial planning, report writing, and analysing financial data.

This role offers an opportunity to be part of a dedicated team focused on long-term client relationships and personalized service.
#J-18808-Ljbffr