Senior Paraplanner – Hybrid & Career Growth

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 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.