Elevate Your Paraplanning Career with a Leading Wealth Management Firm
Are you an experienced Paraplanner looking to join a forward-thinking, client-focused Wealth Management firm in Glasgow? This is an exciting opportunity to work with a well-established and highly regarded business that truly values its team, offering career progression, flexibility, and a supportive environment.
Why This Role?
✅ Work with High-Calibre Advisers – Collaborate closely with a team of expert Financial Planners who value your input in delivering exceptional client outcomes.
✅ Hybrid & Flexible Working – Enjoy a balance of home and office working to suit your lifestyle.
✅ Career Development – The firm actively supports further qualifications and career progression towards Senior Paraplanning or Advisory roles.
✅ Strong Culture & Stability – Join a company with a fantastic reputation, where people genuinely enjoy coming to work.
The Role:
- Conduct detailed research and analysis to support financial planning recommendations.
- Prepare comprehensive suitability reports and ensure compliance with regulatory requirements.
- Liaise with advisers and clients to ensure smooth, efficient financial planning processes.
- Keep up to date with industry changes and contribute to the continuous improvement of the firm's processes.
What We’re Looking For:
✔ Level 4 Diploma
✔ Experience in a Paraplanning role within an IFA or Wealth Management firm.
✔ Strong technical knowledge across pensions, investments, and tax planning.
✔ Excellent attention to detail and report-writing skills.
If you’re a motivated and detail-driven Paraplanner looking to take the next step in your career, we’d love to hear from you. Apply now or contact us for a confidential chat!