Financial Services Assistant

Research Administrator / Paraplanning SupportGlasgow South - Hybrid Options - Free ParkingAre you highly organised, detail-driven, and keen to build a long-term career in financial services? We''re recruiting for a Research Administrator / Paraplanning Support to join a growing Paraplanning and Research Team, offering varied work, structured development, and full study support from day one.This is a brilliant opportunity for graduates, school leavers with strong grades, or individuals with some financial services experience who are patient, analytical, and eager to learn.The RoleYou''ll provide research expertise that supports Financial Advisers in delivering high-quality, informed client meetings. As your experience grows, so will the complexity and variety of the reports you work on.Key responsibilities include:Preparing clear, accurate Annual Review Reports in plain English using templates/guidelinesAnalysing fund and product performance using industry research tools and financial softwareMaintaining accurate and up-to-date client records on CRM/back-office systemsCommunicating confidently with Advisers and colleagues, highlighting key review points and meeting deadlinesManaging your own workload to ensure reports are completed well ahead of adviser meetingsConducting file reviews and providing feedback to support team development and quality standardsSupporting the Head of Research and Paraplanning with process improvements and efficiency initiativesMaintaining technical ..... full job details .....