Paraplanner

Salary: £40,000 - £50,000 (Negotiable depending on experience)

Location: Glasgow

Job Type: Full-time, Permanent

Interested in joining a truly independent financial planning firm?

This is a well-rounded paraplanning role, you’ll be supporting Financial Planners mostly with recommendation preparation - conducting technical research, drafting suitability reports, assisting in adjusting client portfolios etc.

Here you would have the chance to be much more involved with clients than you might have been previously, participating in client meetings and contributing directly to their financial success.

The whole team working together and communicating well is key to ensuring the best outcomes for clients.

You'll also work with a diverse and comprehensive product range, ensuring no two days are the same.

If you're ready to take your career to the next level and be part of a dynamic, client-focused team, we want to hear from you!

What will you be doing?

• Support and Liaison: Assist advisers with preparing and administering recommendations
• Recommendation Preparation: Conduct research, prepare documentation, draft suitability reports, complete applications, and adjust client portfolios
• Project Participation: Engage in project work, such as tax year end
• Client Interaction: Arrange and attend client meetings, review investment portfolios, and ensure client contact aligns with service agreements
• File Management: Collect and maintain compliant client documentation
• Query Handling: Address client queries efficiently and promptly

The ideal person:

• Experienced Paraplanner, or Senior Administrator from an IFA / Wealth Management background
• Good knowledge of Pensions, Investments, IHT planning
• Level 4 qualified (or willing to work towards)
• Report writing and research experience

What’s in it for you?

You will be rewarded with an excellent benefits package, including:

• Competitive salary
• Pension
• Death in service
• Income protection
• Critical illness cover
• Exam support

Interested in finding out more? Apply now and we’d be happy to give you some more details.