Job Description
Senior ParaplannerGlasgow (Hybrid)£45,000 - £55,000 + benefits
Join a multi award-winning Chartered Financial Planning firm that's known for its technical excellence and client-first approach.
This is a rare opportunity to step into a highly technical paraplanning role where your expertise will directly shape client outcomes.
You'll work alongside Chartered Financial Planners, contributing to complex planning strategies and attending client meetings.
If you're a detail-focused professional who thrives on analytical challenge and precision, this could be the ideal next step in your career.
What you'll do
You'll be a key part of the advice team, responsible for:
- Producing detailed, compliant suitability reports across pensions, investments, and tax-efficient structures
- Attending client meetings and helping present recommendations
- Conducting in-depth technical analysis on complex scenarios including drawdown, pension transfers, trusts, IHT mitigation, and corporate structures
- Preparing robust cashflow models to demonstrate planning outcomes
- Staying up to date with legislation, HMRC guidance, and FCA regulations
- Supporting internal process development and contributing to best-practice standards
- Maintaining your own CPD and supporting the firm's learning culture
What you'll need
- Level 4 Diploma in Regulated Financial Planning
- At least 3 years' paraplanning experience in a regulated UK financial planning or wealth management evironment
- Strong technical knowledge across pensions, investments, protection, IHT, and tax planning
- Working towards Chartered status (or already Chartered)
About the firm
This independent Chartered firm has built a reputation for excellence, integrity, and long-term client relationships. With a close-knit team and a strong learning culture, they offer a supportive environment where technical professionals are genuinely valued.
Benefits include:
- Ongoing training and full support toward Chartered status
- Extremely generous pension contribution
- Death in service and income protection
- 30 days' holiday, rising after 3 years
- Hybrid working
Please click 'Apply now'. Don't worry if your CV isn't up to date, just send what you have and we'll take it from there.
