Research Administrator / Paraplanning Support

Glasgow South – Hybrid Options – Free Parking

Are you highly organised, detail-driven, and keen to build a long-term career in financial services? We’re recruiting for a Research Administrator / Paraplanning Support to join a growing Paraplanning & Research Team, offering varied work, structured development, and full study support from day one.

This is a brilliant opportunity for graduates, school leavers with strong grades, or individuals with some financial services experience who are patient, analytical, and eager to learn.

The Role

You’ll provide research expertise that supports Financial Advisers in delivering high-quality, informed client meetings. As your experience grows, so will the complexity and variety of the reports you work on.

Key responsibilities include:

• Preparing clear, accurate Annual Review Reports in plain English using templates/guidelines
• Analysing fund and product performance using industry research tools and financial software
• Maintaining accurate and up-to-date client records on CRM/back-office systems
• Communicating confidently with Advisers and colleagues, highlighting key review points and meeting deadlines
• Managing your own workload to ensure reports are completed well ahead of adviser meetings
• Conducting file reviews and providing feedback to support team development and quality standards
• Supporting the Head of Research & Paraplanning with process improvements and efficiency initiatives
• Maintaining technical knowledge through ongoing training, CPD, and structured development

Development & Career Progression

This role offers clear and flexible career pathways, allowing you to:

• Progress within Paraplanning and Research
• Work towards becoming a Financial Adviser long-term
• Transition into Financial Services Administration roles if preferred

You’ll benefit from a buddy system, pairing you with colleagues who have recently qualified, providing practical, real-world support as you develop.

Study Support & Rewards

• Full study support for industry-recognised qualifications
• Pay increases for every exam passed, rewarding your progress and commitment
• Ongoing support to meet CPD, quality targets and KPIs

Who This Role Suits

This role is perfect for someone who:

• Has excellent attention to detail and strong written communication skills
• Can explain information clearly and confidently
• Is patient, methodical, and enjoys working to high standards
• Is keen to learn, grow, and build a career in financial services
• Is a graduate, school leaver with strong grades, or has some financial services experience

What’s on Offer?

• Competitive salary (DOE)
• Hybrid & flexible working
• 34 days annual leave
• Pension, Death in Service and Life Assurance 
• Supportive culture where your ideas are valued

Interested?

If you’re looking for a role that combines learning, analysis, and long-term career potential within financial services, this could be the ideal next step. Apply now or get with Pauline Low at REED on  for a confidential discussion.