Senior Paraplanner

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

Benefits offered by this job

Hybrid working

Further study support

Career development opportunities

Job summary

A leading chartered financial advice firm is seeking an experienced paraplanner or senior paraplanner in Glasgow to join their award-winning team. The role includes preparing suitability reports, liaising with product providers, and supporting financial advisors. Candidates should have experience in pensions and investments, strong report writing skills, and a collaborative mindset. The firm offers excellent career development opportunities, hybrid working options, and a supportive environment during a period of growth.

Qualifications

• Experience as a Paraplanner with substantial exam progress.
• Background in pensions and investments is essential.
• Strong report writing skills required.

Responsibilities

• Prepare Suitability Reports for clients.
• Liaise with product providers for investment information.
• Provide technical support for paraplanning and research.

Skills

Excellent report writing skills

Knowledge of pensions and investments

Client communication

Team collaboration

Education

Completed exams or significant progress towards exams

Tools

FE Analytics

Intelligent Office

Job description

A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career paraplanner" or with a view to move to financial advice over the years to come.

The role will be exceptionally in depth with client facing elements as you become familiar with the firm. Primarily it will involve; Preparation of Suitability Reports, Liaising with product providers to collate pension and investment information for replacement contracts. Providing technical support to the team with paraplanning and research support, Carrying out market research on behalf of your adviser prior to meeting. Assist in the on-going due diligence reviews of investment funds and Platforms, Provide appropriate support to the Financial Adviser / MD.

As a close knit and warm, professional business team collaboration is key - sharing knowledge and making suggestions for improvements if applicable.

To be consider you must be an experienced Paraplanner, either having completed your exams or have made significant progress towards (exams fully supported). Your background will include both Pensions and Investments with excellent report writing skills.

Experience of using research tools such as FE Analytics ideally knowledge of Intelligent Office would be advantageous but not a pre requisite.

Given the close knit nature of the firm you will be a committed, enthusiastic and flexible individual with the ability to bring new ideas to the firm - all of which would be warmly received. Along with this you could have team management duties or assisting less experienced members of the team if you wish and develop internally.

In return they are offering an excellent opportunity to develop your experience, further your career and utilise your expertise. Along with this they will offer an attractive package, hybrid working, further study support and the chance to join them during a growing time in their history.

Please get in touch as soon as possible to discuss this role and also potentially other opportunities within the area. Send your CV / click apply now to discuss further - all applications treated in the strictest of confidence.