Paraplanner

Would you like to work for a small family-orientated independent financial planning firm with a supportive and collaborative working environment where client care and excellence are at the core of everything we do?

We are seeking an experienced and qualified Paraplanner to join our dynamic team. We are dedicated to providing outstanding personalised service and maintaining our strong client relationships.

We are looking for an individual with expertise in financial planning, a deep understanding of investment strategies, and excellent communication skills.

We are a new generation of financial planners, and this role plays a key part in our business.

This is a fantastic opportunity to join Glasgow's only Vouched For top-rated firm acclaimed for its bespoke, client-centric approach to wealth management. We wish to ensure genuine support for our team and together deliver a world class service to our clients.

This role will give you lots of valuable experience and there will be every opportunity for you to play an important role in the firm whilst supporting you with continued professional development.

About the role

While your primary focus will be on paraplanning, our small, family-orientated structure encourages flexibility and teamwork. We believe in working collaboratively to ensure all areas of the business needs are met and most importantly, clients receive the best client outcome.

Duties will broadly fall within the following areas:

• Pensions, investment, and protection research using FP tools
• Preparing high quality reports
• Platform management
• Client support
• Compliance
• Adviser support

We are looking for an experienced Paraplanner, someone who has a minimum of three years experience gained within an IFA wealth management setting.

• CII level 4 Diploma in Regulated Financial Planning or equivalent
• Strong knowledge in pensions, investments, and protection
• Proficiency with cashflow planning software and research tools such as FE Analytics
• Proficiency with Investment platforms
• Experience in preparing research for tax wrappers, IHT, drawdown, financial planning reviews, and client servicing
• Excellent communication and organisational skills
• Flexibility and a willingness to provide support in a range of other tasks as required
• Be proactive and able to work on your own

The Rewards

In return for your expertise, we offer a competitive package including:

• Salary of up to £47,000 based on experience
• The potential to earn a bonus, based on performance
• Pension contributions, increasing with length of service
• Group Life
• Group Critical Illness
• Option to join group PMI at competitive cost
• Ongoing professional development and career progression opportunities
• The chance to work with a market-leading firm and learn from industry professionals
• Hybrid working (2 days at home)
• Christmas and New Year closure

We offer a very supportive team environment, and opportunities for professional growth within our team.

About us:

Spectrum Wealth Group has been offering friendly, professional financial advice since 2021. Our directors have however worked together since 2009, with over 75 years experience of helping people understand and make the most of their money.

We have a passion for looking after our clients and going the extra mile for those who entrust the team to assist with their future plans.

To apply:

If you have the unrestricted right to work in the UK and believe you have the skills and experience to thrive in this role, please submit your tailored CV, highlighting your relevant experience and key achievements. Our application process is designed to be fair, straightforward, and inclusive. If you require any reasonable adjustments during the application or interview process, please let us know. Please state clearly on your CV where you live.

This advert may remain open for up to six weeks, but we encourage early applications as the interviewing process may begin at any time. Only shortlisted candidates will be contacted.