Qualified paraplanner

SAVE & INVEST (FINANCIAL PLANNING) LIMITED is a financial services company based in the United Kingdom, providing tailored financial planning solutions. The company is dedicated to helping individuals and businesses achieve their financial goals with personalized advice and strategies. SAVE & INVEST takes pride in delivering professional and ethical services to its clients, fostering long-term trust and relationships. The company values innovation, integrity, and client satisfaction in all aspects of its operations.

This is a full-time hybrid role for a Qualified Paraplanner. The position is based in Glasgow City, with opportunities to work partially from home. The successful candidate will assist financial advisors by preparing detailed financial plans, conducting research on investments and financial strategies, analyzing financial data, and creating comprehensive reports. The role involves collaboration with the advisory team to ensure accurate and client-focused financial solutions.

• Proficiency in Financial Planning, Finance, and Investments
• Strong Analytical Skills to interpret financial data and identify trends
• Experience in Report Writing and presenting financial information clearly
• Excellent attention to detail and organizational skills
• Relevant qualifications, such as a Diploma in Financial Planning, are highly desirable
• Ability to work effectively in a hybrid environment with both in-office and remote tasks
• Exceptional communication skills and a client-oriented approach
• Demonstrated understanding of compliance and regulatory requirements in financial planning