Paraplanner - HNW investment manager

Eden Scott; Glasgow; On-site; GBP 30,000 - 60,000; Full time

Job summary

A leading Investment Manager in Glasgow is seeking an experienced Paraplanner to grow within a dynamic team. This role offers opportunities for progression while supporting advisers through comprehensive financial planning and client interaction. Ideal candidates will have a diploma or chartered status and relevant wealth management experience.

Benefits

Exceptional salary and benefits package

Limitless internal opportunities

Qualifications

• Minimum diploma status or chartered required.
• Experience in wealth management or as a Paraplanner.
• Background with high-net-worth clients preferred.

Responsibilities

• Engage in the full financial planning process and report writing.
• Attend meetings and provide analytical support to advisers.
• Act as an adviser backup when needed.

Skills

Analytical skills

Client communication

Ability to work under pressure

Education

Diploma in Financial Planning or Chartered status

Job description

A truly unique Paraplanning position has arisen in the heart of Glasgow with our client, a leading Investment Manager. They seek a highly qualified, professional and experienced Paraplanner to support their advisers and work in partnership with them due to further growth.

In the role, you will be heavily involved in the full financial planning process - attending meetings, writing complex reports, and undertaking extensive analysis following reviews. You will act as the next in line when the adviser is not present. With average assets of over 3M, the successful candidate will demonstrate confidence and be able to act well under pressure to exceed client expectations. There is a clear route to progress in this forward-thinking business, making it an ideal next step for a true Paraplanner looking to advance their career.

To be successful, applicants will have minimum diploma status, if not chartered. Experience within the wealth management arena in a similar position is required—whether with an IFA or another investment manager. Experience with HNW clients is preferred, along with client contact exposure, ideally through attending meetings or demonstrating the aptitude to do so quickly.

An exceptional salary and benefits package is available, along with the chance to join this reputable business with limitless internal opportunities if desired.

Please get in touch to discuss confidentially as soon as possible prior to submitting your CV. This is just one of several outstanding roles in the area, but it is unlikely to remain available for long.