Paraplanner: Financial Planning & Research Expert
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-01-30
Listing for:
KPW Investments
Full Time
position Listed on 2026-01-30
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant, Financial Reporting, Accounting & Finance
Job Description & How to Apply Below
Overview
A financial advisory firm based in Glasgow is seeking a full-time Paraplanner to assist financial advisers with research, analysis, and report preparation. The successful candidate will be responsible for developing tailored financial plans, reviewing client portfolios, and collaborating closely with advisers to ensure exceptional service.
Responsibilities- Develop tailored financial plans
- Review client portfolios
- Collaborate closely with advisers to ensure exceptional service
- Support financial advisers with research, analysis, and report preparation
- Strong background in financial planning
- Analytical skills
- Relevant qualifications
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