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Elevate Your Paraplanning Career with a Leading Wealth Management Firm
Are you an experienced Paraplanner looking to join a forward-thinking, client-focused Wealth Management firm in Glasgow? This is an exciting opportunity to work with a well-established and highly regarded business that truly values its team, offering career progression, flexibility, and a supportive environment.
Why This Role?? Work with High-Calibre Advisers – Collaborate closely with a team of expert Financial Planners who value your input in delivering exceptional client outcomes.? Hybrid & Flexible Working – Enjoy a balance of home and office working to suit your lifestyle.? Career Development – The firm actively supports further qualifications and career progression towards Senior Paraplanning or Advisory roles.? Strong Culture & Stability – Join a company with a fantastic reputation, where people genuinely enjoy coming to work.
The Role:- Conduct detailed research and analysis to support financial planning recommendations.
- Prepare comprehensive suitability reports and ensure compliance with regulatory requirements.
- Liaise with advisers and clients to ensure smooth, efficient financial planning processes.
- Keep up to date with industry changes and contribute to the continuous improvement of the firm's processes.
? Level 4 Diploma? Experience in a Paraplanning role within an IFA or Wealth Management firm.? Strong technical knowledge across pensions, investments, and tax planning.? Excellent attention to detail and report-writing skills.
If you’re a motivated and detail-driven Paraplanner looking to take the next step in your career, we’d love to hear from you. Apply now or contact us for a confidential chat!
