Paraplanner - Glasgow

Financial Advice
Ref: 433 Date Posted: Thursday 06 Dec 2018
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Role                       Paraplanner – you do not need to be one currently

Salary                    £30 – 45 000 depending on experience + excellent benefits

Location               ideally Glasgow, though possibly Edinburgh

This is a new role which has come about thanks to the company expanding.  Linked to a professional and very go-ahead professional practice, your role would be an integral part of the Wealth Management team responsible for individual pension planning, Estate and succession planning, cashflow modelling and scenario analysis, as well as financial planning for businesses.  Using Intelliflo you would be a core part of a small team delivering advice across their branches in Scotland. 

The office is very open and if you wished, you could go along to client meetings.  You would be given practical help and assistance in improving your qualifications  - you need to be working towards level 4 and if there already, they would assist in becoming Chartered.

Ideally you will have some paraplanning experience already, though if you are an adviser who enjoys the technical, research side of things, then please call too.

Please contact us on 0131 557 9668 or 07779 048077 or email  harris@keillar.com Or david@keillar.com