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Paraplanner

Hymans Robertson

Glasgow

Hybrid

GBP 30,000 - 50,000

Full time

3 days ago

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Job summary

A leading consultancy seeks a skilled Paraplanner for their Personal Wealth team in Glasgow. This role involves ensuring high-quality financial planning and report writing, alongside mentoring juniors. Join a supportive environment that values personal development and flexible working.

Benefits

Flexible employee benefits

Mental health and wellbeing assistance

Learning and development opportunities

Regular social activities

Paid volunteering leave

Birthday leave

Hybrid working model

Qualifications

Competent suitability report writer.
Experience conducting research and producing varied financial reports.
Knowledge of retirement planning and tax.

Responsibilities

Oversee quality and accuracy of financial plans.
Conduct analysis of complex financial scenarios.
Build relationships with Planners and stakeholders.

Skills

Expert knowledge in financial planning

Report writing

Relationship building

Research skills

Education

Experience in an IFA/Financial Planning firm

Tools

IO back office software

Defaqto

FE Analytics

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The Vacancy

We have an exciting new opportunity for a Paraplanner in our Personal Wealth team, based in Glasgow or Edinburgh.

The Vacancy

We have an exciting new opportunity for a Paraplanner in our Personal Wealth team, based in Glasgow or Edinburgh.

The role is envisaged as full-time, however we’re also open to considering candidates interested in a 4 day working week.

What will your role look like?

Our Paraplanners are responsible for overseeing the quality and accuracy of financial plans, leading strategic planning efforts and ensuring compliance with regulatory standards. You will be conducting analysis of complex financial scenarios, evaluate specialist financial products and in conjunction with the Planner provide expert recommendations. This role will see you build and maintain strong relationships with Planners and stakeholders. You will present complex financial concepts and contribute to the overall development of the financial planning function through strategic input and guidance. The role requires exceptional technical knowledge and the ability to mentor and guide junior members of the team.

Your main role will involve research and report writing and as such all candidates must be competent suitability report writers and must have experience of writing varied reports on different products and services.

Though this is a varied role, your key tasks will include:

Prepare quality and technically accurate sophisticated client suitability reports.
Conduct fund research using Defaqto and FE Analytics
Maintain the client back office system (iO)
Keep up to date with new legislative changes
Working closely with financial Planners and administrators to ensure a high standard of advice and service to clients
Produce all the relevant paperwork for the client, on behalf of the Planner, including quotations, illustrations and valuations
Deal with queries from clients, Planners or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
Provide a professional customer service to new and existing clients via telephone, email and face to face when required.
Possess expert knowledge in estate planning, retirement planning, tax and investments.
Oversee the quality and accuracy ensuring compliance with regulatory standards of junior members of the team
Build and maintain strong relationships with Planners and stakeholders
Present complex financial concepts effectively and provide mentorship to junior members of the team.

To enjoy and succeed in this role, you will have:

Expert knowledge in specialist areas such as retirement planning, tax and investment analysis
Have demonstrable experience within an IFA/Financial Planning firm
Have experience of IO back office software
Strong report writing skills
Be experienced conducting research and producing reports in relation to a wide range of advice areas including estate planning, retirement planning and investments
Be experienced conducting research and producing reports in relation to a wide range of advice areas including estate planning, retirement planning and investments
Good working knowledge of IO database is preferred
Sound knowledge of Microsoft Word, Excel and PowerPoint
Experience of Defaqto and FE Analytics preferred

We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support.

In addition to a competitive salary and access to our profit share scheme, we offer:

A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs.
A collaborative and encouraging work environment where your thinking and ideas are encouraged.
On site mental health and wellbeing assistance.
A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire.
Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday.
Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in-office’ days per week.
A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm.

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment.

About Us

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment.

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment. We love innovative, independent thinking and want everyone to share their ideas.

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards.

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here .

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know.

Together, we can make this the best job you’ll ever have.

We Offer

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Finance and Sales

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