Step Up Your Career as a Paraplanner – Join a Dynamic Team in Glasgow! Are you a Diploma-qualified Junior Paraplanner ready to take the next step in your career? Our client in Glasgow is offering an exciting opportunity to join a growing, energetic team where you’ll be supported in your development and progression.
Your Role and Impact As a Paraplanner, you’ll play a vital role in supporting financial advisers by:
*Delivering high-quality technical support to ensure clients receive maximum value.
*Drafting clear, client-focused communications and bespoke financial plans.
*Gathering and analysing both qualitative and quantitative data using advanced tools to produce compliant, tailored financial strategies.
*Contributing to the enhancement of centralised, cost-effective propositions and participating in engaging project work.
Key Responsibilities *Collaborate with advisers to understand client goals and objectives.
*Analyse client documentation including fact finds and meeting notes.
*Source accurate data to support financial projections.
*Create detailed financial plans in line with company standards.
*Use financial software to generate precise projections.
*Prepare thoroughly for client meetings, ensuring advice is aligned with their needs.
*Support advisers during client presentations and respond to technical queries.
*Produce polished reports following planning meetings.
*Liaise with product providers and third parties.
*Stay informed on regulatory updates and market trends.
What You’ll Bring *Previous experience in a paraplanning role.
*Level 4 Diploma qualified (or working towards it).
*Ideally familiar with tools such as Cashflow Modelling Software, Intelligent Office, FE Analytics, Selectapension, Dynamic Planner, and various provider platforms.
What’s on Offer *Competitive salary (DOE) + performance bonus.
*Hybrid working model.
*28 days holiday + bank holidays (with flexibility on 3 BHs).
*Supportive, collaborative work environment.
*Study support for further professional qualifications.
*Comprehensive benefits including pension, Death in Service cover, Bupa Cash Plan, and healthcare.
Ready to Elevate Your Career? If you’re eager to grow and make a meaningful impact within a talented team, we’d love to hear from you. Apply now!
For more information, contact Pauline Low at Reed on or connect on LinkedIn.
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