Paraplanner Opportunity - Glasgow or anywhere

edited March 2017 in Job Board
Hi all

I am posting on behalf of a good friend Michael Garvey who is looking for a really good paraplanner. His company, Glasgow Wealth, is based in central Glasgow but the paraplanner could be based anywhere.  The blurb from his website about the vacancy is shown below and at http://http// Michael is also happy to consider outsourced firms if the right candidate for the in-house vacancy can't be found, so if you are outsourced and looking for work do give him a yell.  Contact details are on his website.

We are eager to identify a suitable candidate to support our Advisers. The successful applicant will be Chartered or working towards and will have experience of dealing with high net worth families. Your day-to-day role will be technically challenging and interesting work. A strong background in tax planning and pensions is preferential.

In view of our investment management process, a candidate with the relevant CISI/ PFS/ IFS discretionary qualification will be at a distinct advantage.  Analysis of all collectives including investment trusts and ETFs will be a regular feature on your task-list. You will be responsible for administering significant client assets from the Managing Director’s desk and have oversight on production of all planning reports.

This is an outstanding opportunity with a rapidly expanding firm.

No recruitment consultants please.

Outsourced paraplanner for The Paraplanners.  President of the Scottish Petanque Association
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