Paraplanner

A well-established Chartered Financial Planning firm with a central Glasgow office is seeking an experienced Paraplanner to join their growing team. This is an excellent opportunity to work within a highly respected firm that prides itself on delivering exceptional client-focused advice. They have a highly flexible working pattern and ability to work from home majority of the week after initial induction period.

You will provide high-quality technical support to financial planners, ensuring accurate and compliant advice documentation. The role involves preparing suitability reports, conducting detailed research, and supporting the advice process from start to finish.

Key Responsibilities:

• Prepare detailed and compliant suitability reports for a range of financial planning areas.
• Conduct in-depth product and fund research to support client recommendations.
• Liaise with advisers and clients to ensure smooth progression of advice cases.
• Maintain up-to-date knowledge of financial planning, tax, and regulatory changes.

About You:

• Proven experience as a paraplanner within a financial planning or wealth management environment.
• Level 4 Diploma via the Chartered Insurance Institute (CII) or significant progress towards achieving it.
• Strong technical knowledge across pensions, investments, and protection.
• Excellent attention to detail and ability to work collaboratively in a professional team.

In return they are offering a highly competitive salary, fleixble working, brilliant benefits and career development available. They also support studies to chartered or to complete their diploma, or for those less experienced have the capacity to train/develop someone with some basic report writing experience. Support towards chartered status too if desired.

Please get in touch for more information and a confidential discussion about this role, your career aspirations and potentially other opportunities in the area with Alison Curran prior to progressing.