Paraplanner - Investment management, HNW

Eden Scott; Glasgow; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading Investment Manager in Glasgow is seeking a qualified Paraplanner for a hybrid role in their financial district office. This position involves supporting the full financial planning process for high-net-worth clients, writing complex reports, and engaging directly with clients. A clear growth path is available for motivated professionals in a well-reputed firm known for its progressive approach.

Benefits

Exceptional salary and benefits package

Opportunities for internal advancement

Qualifications

• Qualified Paraplanner with a minimum diploma status.
• Experience in wealth management or IFA.
• Exposure to HNW clients preferred.

Responsibilities

• Involved in the full financial planning process with HNW/UHNW clients.
• Writing complex reports and undertaking extensive analysis.
• Acting as next in line when the adviser is not present.

Skills

Confidence

Analytical skills

Client management

Education

Diploma in Financial Planning

Working towards Chartered status

Job description

A truly unique Paraplanning position has arisen in the heart of Glasgow's financial district with our client, a leading Investment Manager with hybrid working on offer. They seek a qualified, professional and experienced Paraplanner to play a key part, support their team and work in partnership with them due to further growth.

In the role you will be heavily involved in the full financial planning process with HNW/UHNW clients. Attending meetings, writing very complex reports and undertaking extensive analysis following reviews and acting as next in line when the adviser is not present. With average assets in the HNW space, the successful recruit 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 and the ideal next step for a true Paraplanner to take their career to the next level and beyond.

To be successful applicants will have minimum diploma status if not working towards chartered. Experience within the wealth management arena undertaking a similar position is required - whether it be IFA or another investment manager. Experience with HNW preferred, along with client contact exposure ideally by attending meetings or the aptitude to take to this quickly.

An exceptional salary and benefits package is available along with the chance to join this business with an enviable reputation in the market and limitless opportunities internally if desired.

Please get in touch to discuss confidentially as soon as possible either by sending your cv or calling Alison to discuss, opportunities like this do not come around often. This is just one of several outstanding roles in the area but is unlikely to remain available for long.