Paraplanner

Eden Rose; United Kingdom; Hybrid; GBP 30,000 - 42,000; Full time

Job summary

A growing financial planning firm in Glasgow is seeking a Paraplanner to join their expanding team. The ideal candidate will have experience in a Paraplanning role and strong technical knowledge of financial products. This role offers a salary range of GBP30,000 to GBP42,000 depending on experience, with hybrid working options and support for professional development. An excellent opportunity for career progression in the wealth management sector.

Benefits

5% Flex allowance

Professional development support

Private medical insurance

Generous holiday entitlement

Hybrid/agile working options

Qualifications

• Experience in a Paraplanning role within an IFA or wealth management environment.
• Strong knowledge of financial planning products: pensions, investments, protection.
• Excellent written and verbal communication skills.

Responsibilities

• Conduct in-depth research on pensions, investments, and protection solutions.
• Analyse client's financial circumstances and objectives.
• Produce compliant, well-written recommendation and suitability reports.

Skills

Experience in a Paraplanning role

Strong knowledge of financial planning products

Excellent written and verbal communication skills

Education

CII Level 4 Diploma (or equivalent)

Minimum of 5 GCSEs including Maths and English

Job description

Glasgow GBP30,000 -GBP42,000 Full-Time, Permanent

Are you an experienced Paraplanner looking to join a growing, client-focused financial planning firm? We're working with a leading wealth management business that's expanding its Paraplanning team in Glasgow, and they're looking for individuals with a strong technical background and passion for delivering high-quality support to advisers.

Key Responsibilities:

• Conduct in-depth research on pensions, investments, and protection solutions

• Analyse client's financial circumstances, objectives, and risk tolerance

• Produce compliant, well-written recommendation and suitability reports

• Work closely with financial advisers to challenge and refine advice strategies

• Maintain accurate client records and ensure compliance is met

What You'll Need:

• Experience in a Paraplanning role within an IFA or wealth management environment

• Studying towards or completed the CII Level 4 Diploma (or equivalent)

• Strong knowledge of financial planning products: pensions, investments, protection

• Excellent written and verbal communication skills

• Minimum of 5 GCSEs (or equivalent), including Maths and English

Benefits:

• Salary: GBP30,000 -GBP42,000 depending on experience

• Hybrid/agile working options for better work-life balance

• 5% Flex allowance for a range of employee benefits

• Professional development support including exam funding

• Holiday trading scheme and generous holiday entitlement

• Private medical insurance, pension contributions, life cover, critical illness cover, income protection, lease car scheme and more

We're hiring 8 Paraplanners across the UK!

Whether you're already in Glasgow or considering relocating, this is a fantastic opportunity to grow your career with a respected financial planning firm offering genuine support and progression.

Apply Now to take the next step in your Paraplanning career or contact us for a confidential conversation.