Paraplanner

Eden Rose; Glasgow; Hybrid; GBP 35,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Mentorship and onboarding

Ongoing professional study support

Progression opportunities

Job summary

Eden Rose in Glasgow is seeking an experienced Paraplanner to join a collaborative team on varied, technically interesting cases. You will support Financial Advisers with report writing, cashflow modelling and research across pensions, investments and IHT planning.

The role offers hybrid working with at least one day in the office, a clear progression path and ongoing professional study support. Level 4 qualification or close to completion is expected.

Qualifications

• Solid Paraplanning experience within financial services.
• Level 4 qualification (or close to completion).
• Strong technical knowledge and attention to detail.
• Confident producing well-written, personalised suitability reports.
• Experience with Intelligent Office (IO).
• Familiar with platforms such as Quilter, Aviva, Fidelity, Standard Life, Aberdeen.

Responsibilities

• Support Financial Advisers with a varied caseload.
• Prepare suitability reports and valuations.
• Conduct pension transfers, planning and cashflow modelling.
• Perform research and case planning for investment and IHT cases.
• Generate detailed client recommendations and portfolio reporting.

Skills

Paraplanning experience

Attention to detail

Report writing

Technical knowledge

Education

Level 4 qualification

Tools

Intelligent Office IO

Quilter

Aviva

Fidelity

Standard Life

Aberdeen

Job description

Paraplanner

£35,000 - £48,000

Minimum 1 day a week in the office

Are you an experienced Paraplanner looking for a role where you can work on varied, technically interesting cases while being part of a genuinely collaborative team?

Job Ref

90976

Location

Glasgow

Salary

£35,000 - £50,000 Per Annum

Employment Type

Permanent

Job Details

• Location: Glasgow, Scotland
• Type: Permanent
• Job #90976
• Salary: £35,000 - £50,000 Per Annum

The Role

You’ll work closely with Financial Advisers, supporting a varied caseload across areas including:

• New business and investment cases
• Fund switches and withdrawals
• Pension transfers and pension planning
• IHT planning
• Suitability reports and personalised client recommendations
• Valuations and portfolio reporting
• Case planning and technical research
• Cashflow modelling and financial planning analysis

The team works across a number of businesses within the wider group, giving you exposure to different advisers, client requirements and approaches to financial planning.

To Be Considered For This Paraplanner Role

• Has solid Paraplanning experience within financial services
• Is Level 4 qualified or very close to completion
• Has strong technical knowledge and attention to detail
• Is confident producing well‑written, personalised suitability reports
• Experience with Intelligent Office (IO)
• Experience with platforms such as Quilter, Aviva, Fidelity, Standard Life, Aberdeen or similar would be useful, but training can be provided on different systems.

Benefits

• Salary:£35,000 - £48,000
• Hybrid working, with a minimum of 1 day per week in the office once
• Flexible approach to office/home working
• Supportive and experienced Paraplanning leadership
• Dedicated mentor and structured onboarding
• Ongoing exam and professional study support
• Genuine opportunities for progression (2 years in pp before route to advise)
• Exposure to a broad range of financial planning cases

This is a particularly good opportunity for an experienced Paraplanner who wants variety, autonomy and long‑term progression.