Paraplanner
Glasgow | Hybrid | Permanent
We’re working with a highly respected wealth management firm looking to add a talented Paraplanner to their growing Glasgow team.
This is a brilliant opportunity to join a business where paraplanners are genuinely valued as key contributors to client advice, not just support. You’ll enjoy varied, technically interesting work, a collaborative culture, and clear opportunities to develop your career.


The Role
You’ll work closely with Financial Planners to deliver high quality, client focused advice, supporting the full end to end planning process.
Key responsibilities:
*Produce clear, compliant suitability reports across a broad range of advice areas
*Support client meetings and help shape tailored financial solutions
*Prepare annual reviews, including cashflow modelling
*Deliver an exceptional ongoing client experience
*Manage workflows and priorities effectively
*Collaborate with the wider team to improve processes and outcomes
*Support and mentor junior team members


About You
*Proven experience as a Paraplanner within financial planning
*Level 4 Diploma (CII) qualified (or equivalent)
*Strong technical knowledge across core advice areas
*Confident analysing products and making recommendations
*Excellent report writing, communication, and organisational skills
*Familiar with systems such as Xplan (or similar)
*DFM experience beneficial, not essential


Why Apply?
*Join a well established, client first firm with strong growth ambitions
*Work in a culture where paraplanning is respected and integral
*Enjoy hybrid working and genuine flexibility
*Access full study support and ongoing career development
*Competitive salary + bonus + excellent benefits package


If you’re a Paraplanner looking for a role with more variety, more impact, and real career progression, this is one worth exploring