Senior Paraplanner /Paraplanner

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

Job summary

A leading wealth management firm in Glasgow is seeking a Senior Paraplanner/Paraplanner to support their team during a growth phase. The role involves client interaction, preparing reports, and conducting market research, appealing to candidates with IFA experience and strong report writing abilities. An excellent career development opportunity is offered, along with an attractive compensation package and support for further studies.

Benefits

Attractive compensation package

Further study support

Qualifications

• Experienced Paraplanner with IFA experience required.
• Significant progress toward chartered qualifications preferred.
• Excellent skills in report writing and client communications.

Responsibilities

• Preparation of Suitability Reports and liaising with product providers.
• Providing technical support to the team and conducting market research.
• Assisting in due diligence reviews of funds and mentoring junior team members.

Skills

Report Writing

Client Liaison

Market Research

Education

Paraplanner qualification or equivalent progress

Tools

FE Analytics

Intelligent Office

Job description

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Senior Paraplanner /Paraplanner, Glasgow

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Client:

Location:

Glasgow, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

0a3c4f6caa74

Job Views:

7

Posted:

04.06.2025

Expiry Date:

19.07.2025

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Job Description:

My client is a highly respected, award winning wealth management firm with an office based in Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth.

The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of Suitability Reports, Liaising with product provider 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

To be consider you must be an experienced Paraplanner within an IFA, either having completed your exams or have made significant progress towards. If not near chartered or an enthusiasm to complete. 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 by the firm. Along with this you would 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, further study support and the chance to join them during a growing time in their history.