We are delighted to welcome Nick Roe to George Square. Nick joins the team as a paraplanner and will be responsible for providing technical administrative support to the wider team.
Nick has worked in the financial industry for over 40 years, initially starting out as a team leader for Norwich Union aged 19. He went on to work for a variety of financial companies before progressing to office manager and then company manager for Gilbert Wealth Management.
A skilled paraplanner
Possessing a wide range of knowledge within the financial industry, Nick has significant experience with most provider platforms, processing systems and tools, specifically Intelliflo Office. He is also well-practised in producing high quality research and suitability reports for clients.
Nick says: “George Square is a highly reputable financial advice firm and the team works hard to build long-lasting relationships with each and every client, based on mutual trust and respect. I am really grateful been given this opportunity and look forward to making a difference within a very welcoming George Square team.”
Want to join the George Square team?
We’re always on the lookout for experienced advisers, paraplanners and support staff as we continue to grow our team, and we remain committed to developing the next generation of financial advisers.
If you think George Square might be for you, then please send us your CV or keep an eye on our careers page for any vacancies.