Paraplanner – Level 4 Diploma or Level 6 Diploma Qualified | Glasgow
Shape the Future of Financial Planning with a Leading Chartered Firm
Are you a qualified Paraplanner ready to take your career to the next level? Join a highly respected, independent Chartered Financial Planning firm in Glasgow that’s renowned for delivering exceptional, client-focused advice.
This is your opportunity to work alongside some of the industry’s best advisers in a collaborative environment where your expertise is valued, and your professional growth is supported.
What You’ll Do
As a Paraplanner, you’ll play a pivotal role in supporting advisers and delivering outstanding client outcomes by:
*Preparing detailed client reports, technical documents, and recommendations.
*Conducting in-depth product and technical research.
*Reviewing portfolios and creating tailored meeting agendas.
*Liaising with providers for illustrations and literature.
*Handling client queries (non-advisory) and ensuring smooth administration.
*Maintaining the highest standards of professionalism and confidentiality.
What We’re Looking For
*Solid experience in paraplanning within a financial planning or wealth management environment.
*Level 4 Diploma or Level 6 Diploma in Financial Planning.
*Exceptional attention to detail, strong analytical skills, and clear communication.
*A proactive, team-oriented mindset with a passion for delivering quality advice.
What’s on Offer
*Competitive salary (DOE) plus comprehensive benefits.
*35 days annual leave.
*8% employer pension contribution.
*Private Health Insurance and additional perks.
*A clear career path with opportunities to progress towards Senior Paraplanner or Chartered or Certified Financial Planner status.
*A supportive, collaborative team culture that invests in your success.
Ready to make an impact? Apply today and join a firm that values your expertise. Submit your CV or contact Pauline Low at Reed for a confidential chat, please on or connect on LinkedIn