Paraplanner
Glasgow | Hybrid | Permanent
Salary - £45,000 - £52,000 (DOE)
Excellent benefits
We’re working with a highly respected wealth management firm looking to add a talented Paraplanner to their growing Glasgow team.
This is a brilliant opportunity to join a business where paraplanners are genuinely valued as key contributors to client advice, not just support. You’ll enjoy varied, technically interesting work, a collaborative culture, and clear opportunities to develop your career.
The Role
You’ll work closely with Financial Planners to deliver high quality, client focused advice, supporting the full end-to-end planning process. You will produce clear and compliant suitability reports across a wide range of advice areas, while supporting client meetings and helping to shape tailored financial solutions. Prepare annual reviews, including cashflow modelling, and deliver an exceptional ongoing client experience.
About You
- Proven experience as a Paraplanner within financial planning
- Level 4 Diploma (CII) qualified (or equivalent)
- Strong technical knowledge across core advice areas
- Confident analysing products and making recommendations
- Excellent report writing, communication, and organisational skills
- Familiar with systems such as Xplan (or similar)
- DFM experience beneficial, not essential
Why Apply?
- Join a well established, client first firm with strong growth ambitions
- Work in a culture where paraplanning is respected and integral
- Enjoy hybrid working and genuine flexibility
- Access full study support and ongoing career development
- Competitive salary + bonus + excellent benefits package
If you’re a Paraplanner looking for a role with more variety, more impact, and real career progression, this is one worth exploring.