Are you an experienced Paraplanner looking for an opportunity to join a forward-thinking financial planning business that genuinely embraces technology?

I'm working with a successful and growing St. James's Place (SJP) Partner Practice in Glasgow that's looking to welcome an experienced Paraplanner to its team.

The business has invested in the latest technology and automated processes, allowing its team to spend less time on repetitive administration and more time focusing on high-quality financial planning.

The Role

Working closely with an established team of Financial Advisers, your responsibilities will include:

• Preparing financial planning reports and recommendations
• Producing inheritance tax (IHT) planning reports
• Supporting advisers with more complex financial planning cases
• Overseeing and improving paraplanning processes
• Utilising modern technology and automated systems
• Ensuring all documentation meets compliance requirements

About You

Ideally, you'll have previous paraplanning experience within an IFA, wealth management or financial planning environment, along with:

• Strong technical knowledge across pensions and investments
• Experience preparing suitability reports
• A good understanding of inheritance tax planning
• Excellent attention to detail and organisational skills
• An interest in technology and improving processes

Previous SJP experience would be advantageous, but isn't essential.

What's on Offer?

This is a fantastic opportunity to join a friendly, growing business that values its people, embraces modern technology and offers the chance to make a real contribution to the paraplanning function.

Hybrid working is available, along with a competitive salary depending on experience.

To find out more about this opportunity please contact Paula Thornbury

Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.