Senior Paraplanner & Financial Planning Lead (Hybrid)

Eden Scott; Glasgow; Hybrid; GBP 35,000 - 55,000; Full time

Benefits offered by this job

Flexible working arrangements

Career development pathways

Attractive compensation package

Job summary

A leading financial planning company in Glasgow is seeking a paraplanner or senior paraplanner team leader to join their hybrid work model. The role involves supporting financial advisers with research and report writing while interacting with clients. Candidates should have at least 2 years of experience in financial planning and strong communication skills. This position offers excellent career development opportunities and a supportive team culture tailored towards personal growth.

Qualifications

• Minimum 2 years experience in financial planning or wealth management.
• Strong back office experience and adherence to FCA regulations.
• Eagerness to develop and progress in the role.

Responsibilities

• Provide essential support to financial advisers through research and report writing.
• Attend meetings with clients and assist in the advice process.
• Train and mentor junior colleagues for senior appointments.

Skills

Communication skills

Interpersonal skills

Attention to detail

Software and IT skills

Education

Level 4 diploma in financial planning or related field

Job description

A leading financial planning company in Glasgow is seeking a paraplanner or senior paraplanner team leader to join their hybrid work model. The role involves supporting financial advisers with research and report writing while interacting with clients. Candidates should have at least 2 years of experience in financial planning and strong communication skills. This position offers excellent career development opportunities and a supportive team culture tailored towards personal growth.