Job Description
Job description
My Client is currently looking for an experienced Paraplanner to join their business in Glasgow
THE ROLE
To prepare written advice and provide technical research services to a team of Advisors and partnersTo ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient mannerRegularly participate in team meetings, including highlighting issues and owning actions through to resolutionAssist with any new business initiatives, as requiredProactive in suggesting improvements for the continuing progression of the team and CompanyStrong technical knowledge and research of financial services productsRelevant experience in a Wealth Management environmentEffective communication, both verbally and in writingEffective drafting of client adviceAbility to attend client meetings
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