Paraplanner - Wealth Planning & Research Specialist

RGH-Global Ltd; Glasgow; On-site; GBP 30,000 - 40,000; Full time

Job summary

A financial advisory firm in Glasgow is seeking a full-time Paraplanner to support Financial Advisers through research and documentation preparation. The successful candidate will ensure accurate, compliant reports and maintain up-to-date client records. Essential skills include a strong understanding of financial planning, report writing, and analysing financial data. This role offers an opportunity to be part of a dedicated team focused on long-term client relationships and personalized service.

Qualifications

• Strong understanding of financial planning and finance principles.
• Ability to analyse financial data and market trends.
• High-quality report writing skills, explaining complex concepts clearly.

Responsibilities

• Prepare client reports and suitability documentation.
• Conduct detailed financial and investment research.
• Analyse client portfolios and financial data.

Skills

Strong understanding of financial planning and core finance principles

Ability to analyse financial data and market trends

Knowledge of investments and portfolio construction

High-quality report writing skills

Excellent organisational and communication skills

Experience using financial planning software or CRM systems

Education

Diploma in Financial Planning (or equivalent)

Job description

A financial advisory firm in Glasgow is seeking a full-time Paraplanner to support Financial Advisers through research and documentation preparation. The successful candidate will ensure accurate, compliant reports and maintain up-to-date client records. Essential skills include a strong understanding of financial planning, report writing, and analysing financial data. This role offers an opportunity to be part of a dedicated team focused on long-term client relationships and personalized service.