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Paraplanner

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Job Description - Paraplanner

Glasgow | £30,000 -£42,000 | Full-Time, Permanent

Are you an experienced Paraplanner looking to join a growing, client-focused financial planning firm? We’re working with a leading wealth management business that’s expanding its Paraplanning team in Glasgow, and they’re looking for individuals with a strong technical background and passion for delivering high-quality support to advisers.

Key Responsibilities:

  • Conduct in-depth research on pensions, investments, and protection solutions

  • Analyse client's financial circumstances, objectives, and risk tolerance

  • Produce compliant, well-written recommendation and suitability reports

  • Work closely with financial advisers to challenge and refine advice strategies

  • Maintain accurate client records and ensure compliance is met

What You’ll Need:

  • Experience in a Paraplanning role within an IFA or wealth management environment

  • Studying towards or completed the CII Level 4 Diploma (or equivalent)

  • Strong knowledge of financial planning products: pensions, investments, protection

  • Excellent written and verbal communication skills

  • Minimum of 5 GCSEs (or equivalent), including Maths and English

Benefits:

  • Salary: £30,000 -£42,000 depending on experience

  • Hybrid/agile working options for better work-life balance

  • 5% Flex allowance for a range of employee benefits

  • Professional development support including exam funding

  • Holiday trading scheme and generous holiday entitlement

  • Private medical insurance, pension contributions, life cover, critical illness cover, income protection, lease car scheme and more

We’re hiring 8 Paraplanners across the UK!

Whether you’re already in Glasgow or considering relocating, this is a fantastic opportunity to grow your career with a respected financial planning firm offering genuine support and progression.

Apply Now to take the next step in your Paraplanning career or contact us for a confidential conversation.

Original job Paraplanner posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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