Paraplanner

Paraplanner

Glasgow, hybrid working£40,000 to £45,000 plus benefits

An established and well resourced financial planning firm is looking to appoint an experienced Paraplanner to join its Glasgow based team and support the delivery of high quality, compliant financial advice.

This role would suit a technically confident Paraplanner who enjoys research, cashflow modelling and producing clear, well structured reports. You will work closely with Financial Planners as part of a professional support function that plays a central role in achieving good client outcomes.

The role

You will provide technical research and paraplanning support to advisers, ensuring recommendations are robust, suitable and clearly documented.

Your responsibilities will include:

• Producing detailed suitability and recommendation reports in line with regulatory requirements
• Analysing client circumstances, objectives and attitude to risk
• Carrying out research across pensions, investments, protection and estate planning solutions
• Preparing comparisons and analysis to support adviser recommendations
• Producing cashflow models to support retirement and long term financial planning
• Liaising with advisers to challenge or refine recommendations where appropriate

The role offers exposure to a broad range of financial planning work, with scope to support both personal and corporate client advice depending on experience.

What you will need

• Level 4 Diploma in Regulated Financial Planning
• Previous experience as a Paraplanner within an IFA or wealth management environment
• Strong technical knowledge across pensions, investments, protection and wider financial planning

About the company

The firm is a well established independent financial planning business with a national presence and a strong professional framework. Advice quality, compliance and client outcomes are central to how the business operates, with paraplanners viewed as key contributors rather than purely support.

The working environment is collaborative and professional, offering structure, career stability and opportunities for technical development within a larger advisory business.

What is on offer

• Competitive overall reward package within a well resourced financial planning firm
• Hybrid working supported by an established agile working approach
• Generous holiday allowance with the option to buy and sell leave
• Pension scheme plus life assurance, income protection and critical illness cover
• Private medical insurance with access to digital GP and wellbeing support
• Employee Benefit Trust, allowing staff to share in the long term success of the business
• Ongoing investment in professional development, training and career progression
• Supportive, collaborative culture with modern systems and technology

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