Paraplanner

A nationwide wealth manager due to ongoing growth is seeking an experienced Paraplanner to join its growing Glasgow office. This opportunity is ideal for a technically strong financial planning professional who enjoys working collaboratively with advisers and delivering high-quality client outcomes through detailed research and analysis, looking to join a supportive team and they also offer very flexible working with a large degree of hybrid/ work from home arrangements.

The successful candidate will play a central role in supporting financial advisers by producing detailed analysis, preparing client reports, and ensuring recommendations are underpinned by robust research. This is a key technical position within the advice process, offering exposure to a wide variety of client cases across pensions, investments, and protection planning.

Key Responsibilities

• Analyse client financial positions, objectives, and risk profiles to support tailored advice solutions
• Conduct product and market research to identify suitable financial planning strategies
• Prepare high-quality suitability reports and recommendation documentation in line with regulatory standards
• Work closely with advisers to review and refine proposed advice, providing technical insight and challenge where appropriate
• Produce cashflow modelling and planning analysis to support long-term financial strategies
• Maintain accurate and fully compliant client records across internal systems
• Ensure all documentation and client interactions meet internal compliance and regulatory expectations

Ideally they are looking for a detail-oriented professional who combines strong technical knowledge with excellent organisational skills. The ideal candidate will be comfortable working in a fast-paced advisory environment and capable of managing multiple priorities effectively.

Key attributes include:

• Strong analytical and problem-solving capability
• Excellent written communication skills with the ability to produce clear, client-friendly reports
• A proactive and collaborative approach when working with advisers and wider teams
• High standards of accuracy and attention to detail
• Confidence using financial planning tools and back-office systems

Skills & Experience

• Diploma in Financial Planning (Level 4) or equivalent qualification
• Experience working within an IFA or wealth management setting
• Broad knowledge of pensions, investments, and protection products
• Familiarity with cashflow modelling and research platforms
• Experience maintaining compliant client records and supporting regulated advice processes

What’s on Offer

• Opportunity to join a respected national firm with a strong reputation in financial planning
• A technically focused role with exposure to diverse client scenarios
• Supportive team environment with opportunities for ongoing professional development
• Competitive salary and benefits package

This is an excellent opportunity for a Paraplanner seeking to advance their career within a progressive and client-focused wealth management business, while playing a vital role in delivering high-quality financial advice.  In return they've excellent benefits, exam support, scope to develop internally alongside a competitive basic salary. Please get in touch for more information and a confidential discussion.