Description
Armstrong Watson is recruiting a Paraplanner for its Glasgow office and wider Financial Planning Service Line. The role provides technical and advisory support to Financial Planning Consultants, Financial Planning Assistants, and Leadership and Compliance Teams by researching client advice, compiling suitability letters, processing new business, providing feedback on fact-finding, and supporting colleagues’ technical and research knowledge. Candidates need at least a Level 4 Diploma in Financial Planning, detailed knowledge of COBS, COCON, and FCA SYSC, basic accountancy knowledge, strong communication and IT skills, and the ability to work under strict deadlines.
