Paraplanner

Recruit UK | Certified B Corp™; Glasgow; Hybrid; GBP 42,000 - 50,000; Full time

Job summary

Join a fast-growing financial advice firm as a Paraplanner in Glasgow, where you will support Financial Advisers by preparing recommendations and conducting analyses. This role offers a competitive salary, hybrid working options after probation, and study support for future qualifications. You'll work with high-net-worth clients and be part of a dedicated paraplanning team. If you're organized, self-motivated, and looking to advance your career in financial services, this opportunity is perfect for you.

Benefits

Competitive starting salary

Hybrid working after probation

Study support

Access to HNW clients

Supportive paraplanning team

Qualifications

• Experience in paraplanning and client support.
• Strong IT skills for report preparation and analysis.

Responsibilities

• Research and draft recommendation reports for clients.
• Prepare annual reviews and analyze investment portfolios.
• Understand compliance procedures thoroughly.

Skills

Paraplanning experience

Level 4 Diploma (Dip PFS) or equivalent

IT skills

Education

Level 4 Diploma (Dip PFS) or equivalent

Job description

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Senior Financial Services Recruitment Specialist @Recruit UK | Looking after the North West & Surrounding Areas

Job Title: Paraplanner

Location: Glasgow

Reference Number: 9624

Job Description: Paraplanner

Recruit UK is working on an excellent opportunity for an experienced Paraplanner in the Glasgow area to join a leading Financial Advice Company. This role involves supporting Financial Advisers with client support, including preparing advice, recommendations, reports, research, and analysis.

This is an excellent opportunity for a responsible, self-motivated, well-organized paraplanner with good IT skills to further their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enhance your knowledge and abilities.

The Role includes:

• Research, analyze, and draft recommendation reports
• Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis
• Prepare, research, and produce annual reviews, including for Drawdown Pensions
• Review clients’ investment portfolios, performance, asset allocation, risk profile, etc.
• Fully understand compliance procedures

What’s in it for you:

• Competitive starting salary up to £42k
• Hybrid working (after probation)
• HNW Clients
• Paraplanning team
• Study support

Skills and experience required:

• Enroute to Level 4 Diploma (Dip PFS) or equivalent
• Paraplanning experience

Recruit UK is a specialist in financial services recruitment, offering expertise, insight, and connections across the industry. We are working with a leading Financial Advice Company in Glasgow on this Paraplanner role.

Our commitment to you

• Start every journey with a conversation to learn about you
• Provide honest feedback on your fit in the job market
• Use our network to match you to your ideal position or confirm if you already have it
• Adopt a holistic approach to career happiness
• Cover the UK with regional support
• Respect your time — we never pester

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Administrative