Junior Paraplanner: Kickstart in Wealth Planning
Posted 5 days 21 hours ago by Forvis Mazars Financial Planning Limited
Permanent
Not Specified
Other
Glasgow, United Kingdom
Job Description
Forvis Mazars seeks an proactive administrator to support its Private Client service line, providing tailored financial planning and tax advice to individuals, business owners and trustees. You will prepare client documents, attend meetings and liaise with providers to progress cases with accuracy and regulatory compliance.
Your role supports Financial Planners through research and analysis while maintaining high standards and contributing to team objectives.