A Paraplanner is required for a leading Financial Services company, based in Glasgow. A salary of up to £43,000 is offered, depending on experience.

You will join this experienced company and have the opportunity to consistently provide excellent quality work for clients. You will support the financial planners and use your industry knowledge to complete works. You will collate required information for clients and prepare correspondence.

You will prepare reports and review and make new recommendations for clients. You will prepare pension drawdown and pension income withdrawal planning.

Client
CV Screen is recruiting for a leading Financial Services company, based in Glasgow.

Skills Required
The Paraplanner will ideally have the following experience:

-          Working towards a Diploma qualification
-          Experience in a Financial Services company
-          Excellent compliance and FCA requirements knowledge
-          Prior experience of intelligent office (iO)

Location
Glasgow
Hybrid working

Salary / Benefits
Up to £43,000 + benefits

-          Pension
-          Hybrid and flexible working
-          Birthday off

To Apply
Please email your CV through Kate Lomax in strict confidence or call Kate on 01494 541878 or 07747288143 to discuss the role in more detail.

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