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Paraplanning Assistant: Data, Research
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-01-19
Listing for:
Close Brothers Group
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
A financial services firm seeks to hire a Paraplanner in Glasgow to support advisers and clients through data collection and product research. Responsibilities include obtaining policy information, producing business illustrations, and ensuring accurate data recording. Candidates should have a Regulated Diploma in Financial Planning and effective communication skills. This role promotes diversity and encourages applicants from varied backgrounds.
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