Job Description
Paraplanner - Flexible Hybrid WorkingLocation: Glasgow (2 days WFH per week)Salary: £38,000 - £47,000 plus excellent company benefitsJob Type: Full-time Permanent Hybrid working
A leading firm of independent financial advisers is looking for an experienced Paraplanner to join their team. This is a fantastic opportunity for a driven professional who is passionate about delivering outstanding client service and keen to develop their career in a dynamic, supportive environment.
The RoleAs a Paraplanner, you'll play a key part in supporting advisers in delivering holistic financial planning. You'll be responsible for producing high-quality reports, conducting research, and offering creative solutions tailored to client needs.
Key Responsibilities
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Preparing detailed suitability reports and technical research
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Supporting advisers with financial planning and strategy
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Liaising with clients and providers as required
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Maintaining up-to-date knowledge of financial products, legislation, and compliance standards
About You
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Minimum of 3 years' paraplanning experience
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Level 4 Diploma qualified (Chartered or working towards it is highly desirable)
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Excellent written and verbal communication skills
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Meticulous attention to detail
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Strong analytical and problem-solving skills
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Experience with cashflow modelling software (desirable)
What's on Offer
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Competitive salary of £38,000 - £47,000 depending on experience
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Company pension
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Group life cover and private healthcare
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Flexible hybrid working model (2 days from home per week)
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Opportunities for career development and further qualifications
If you're an experienced Paraplanner looking to take the next step in your career within a forward-thinking and client-focused firm, this role offers the environment and support to help you thrive.
