Paraplanner

Glasgow, hybrid working

Salary up to £50,000 + benefits

Enjoy the technical side of financial planning? Looking for a role where you'll do more than just write reports?

This is an opportunity to join a growing independent financial planning firm where paraplanners are seen as a key part of the advice process rather than a back-office function.

Working alongside experienced Financial Planners, you'll be involved in a broad range of technical work, supporting high quality financial planning for a diverse client base. From pensions and investments through to retirement planning, protection and cashflow modelling, you'll have the opportunity to work on varied and interesting cases while developing your technical expertise further.

The role offers a genuine mix of research, analysis, cashflow modelling and suitability writing, giving you the chance to be fully involved in the planning process rather than simply producing reports from templates.

About the firm

Our client is a well-established independent financial planning firm with a strong reputation for delivering long-term advice and building lasting client relationships.

They have invested heavily in their people, systems and processes, creating an environment where paraplanners can focus on high quality technical work while working closely with advisers and support teams. The culture is collaborative, professional and supportive, with a clear focus on continuous improvement and personal development.

What you'll do

• Work closely with Financial Planners to develop tailored financial planning solutions for clients
• Undertake technical research across pensions, investments, protection and retirement planning
• Produce high quality suitability reports and recommendation documents
• Build and maintain cashflow models to help illustrate client outcomes and planning strategies
• Analyse existing arrangements and identify planning opportunities
• Contribute to planning discussions and support advisers with technical ideas and solutions
• Assist with complex cases and bespoke client scenarios
• Stay up to date with regulatory and technical developments across the financial planning market

What you'll need

• Previous experience working as a Paraplanner within a Financial Planning, Wealth Management or IFA environment
• Strong technical knowledge across core financial planning areas
• Experience producing suitability reports and conducting technical research
• Experience using cashflow modelling software
• A genuine interest in financial planning and delivering quality client outcomes

Benefits

• Hybrid working
• Salary sacrifice pension scheme with employer contributions
• Life assurance up to 4x salary
• Income protection
• Competitive holiday allowance
• Option to purchase additional annual leave
• Health cash plan
• Employee assistance programme
• Professional development support
• Paid professional subscriptions
• Employee referral scheme
• Additional lifestyle and wellbeing benefits

If you're interested, please click Apply now or reach out to Ross Altan at Reed.

Don't worry if your CV isn't up to date. Just send what you have and we can sort out the rest later.