Paraplanner

Company Description

KPW Investments, based in Glasgow, provides independent financial advice and wealth planning for individuals, corporate clients, and charities. The team consists of qualified advisers and stockbrokers specializing in Defined Benefit (DB) and pension planning. We prioritize transparent, fee-based advice and focus on building lasting relationships to help clients achieve their long-term financial goals. Combining personal service with professional expertise, we regularly meet with clients to ensure their financial plans remain aligned with their objectives.

We are seeking a full-time Paraplanner to join our on-site team in Glasgow. The Paraplanner will assist financial advisers by conducting research and analysis, preparing financial reports, and developing tailored financial plans. Additional responsibilities include reviewing client portfolios, staying informed about market trends, and providing technical support to the advisory team. The role will also involve collaborating closely with advisers to ensure the highest standard of service for clients.

• Strong background in Financial Planning and Investments
• Proficiency in analytical and problem-solving skills related to Finance
• Experience with Report Writing and documentation preparation
• Relevant certifications or qualifications in finance or a related field
• Attention to detail, strong organizational skills, and ability to work collaboratively
• Knowledge of regulatory requirements and compliance in the financial industry is advantageous