job details

  • Salary: Upto 40K
  • Term: Full Time
  • Sector: Accountancy & Finance
  • Location: Stirling
  • Mar 9, 2018
  • Do you have experience working as a Paraplanner?
  • Would you like to work in Glasgow City centre with one of the most prestigious wealth companies in Glasgow
  • Would you like to work in a plush, modern and friendly office?

Anderson Knight is looking to recruit a Parplanner for one of our exclusive clients based in Glasgow City centre. Our client is a well-established company who are one of the most prestigious firms in Glasgow who deal with the most prestigious clients!

The role will be to provide administrative support for a 1 Financial Advisers firm who are well established and will offer longevity and opportunity.


  • Provide all admin support for IFA’s
  • Reporting
  • Researching any information required to meet clients requirements
  • Attending client meetings
  • Preparing suitability letters, reports and documentation
  • Preparing and maintaining client files
  • Collating all client info required
  • Verify info all correct and accurate on applications and proposal forms
  • Discuss client requirements with adviser
  • Make changes to clients’ portfolios
  • Resolving any client queries in a professional manner
  • Prepare clients files for review

Personal Attributes:

  • Excellent organisational skills
  • Analytical
  • Good interpersonal skills
  • Professional and polished


  • Proven track in a Paraplanner role
  • Competent in all MS Office Packages
  • Experience in DB Transfers is advantageous

So if you have experience in a similar role please sends in your CV immediately for consideration. There is an immediate start for the right person!!  This is an exciting and prosperous opportunity for a driven, and dynamic Paraplanner who wants to work with the best IFA’s on the market and deal with the most prestigious clients!

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