Senior Paraplanner
1 week ago
Senior Paraplanner Glasgow (Hybrid) Salary: 45000 (dependent on experience) Location: Glasgow Working pattern: Hybrid About the Role An exceptional opportunity has arisen for an experienced Senior Paraplanner to join a highly reputable financial planning firm in Glasgow. Youll play a key role in providing high-level technical support to Financial Planners delivering first-class client service and contributing to the development of efficient financial planning solutions. This is a great opportunity for a paraplanner who enjoys working on complex cases thrives in a collaborative environment and wants to be part of a forward-thinking client-focused team. Key Responsibilities Prepare detailed financial planning reports and recommendations across pensions investments tax protection and estate planning. Support advisers in client meetings and assist with technical queries. Conduct cashflow modelling to support holistic financial planning. Research and analyse a wide range of financial products and providers. Review client portfolios and ensure recommendations are compliant and tailored to client objectives. Liaise with product providers clients and colleagues to progress advice cases efficiently. Contribute to process improvements and provide guidance to junior paraplanners or administrators where needed. Keep up to date with regulatory and product developments ensuring the firm remains compliant with FCA standards. About You Level 4 Diploma in Financial Planning (CII or equivalent) essential. Minimum 3 years experience in a paraplanning role ideally within an IFA or wealth management environment. Proven experience working on complex cases including trusts IHT planning drawdown and corporate structures. Skilled in cashflow modelling software (e.g. Voyant CashCalc or similar). Excellent report-writing and analytical skills with exceptional attention to detail. Confident communicator able to work collaboratively with advisers and clients. A proactive solutions-focused individual with a genuine interest in financial planning. Benefits Competitive salary of 45000 (depending on experience) Hybrid working pattern for better worklife balance Professional study support (Chartered status encouraged) Pension and other benefits Key Skills Graduate Engineering,Accounts Administration,Building Materials,Customer Support,Horticulture Employment Type : Full Time Experience: years Vacancy: 1
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Senior Paraplanner
3 days ago
Glasgow, United Kingdom Eden Scott Full timeMy client is a highly respected, award winning wealth management firm with an office based in Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth. The role will be exceptionally in depth with client facing elements as and...
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Senior Paraplanner
7 days ago
Glasgow, United Kingdom Eden Scott Full timeBusiness Manager – Financial Services Recruitment at Eden Scott A rare and exciting opportunity has become available for an experienced paraplanner/senior paraplanner to join a leading chartered financial advice firm in Glasgow, due to continued growth. Their employees have won awards and enjoy a reputation among the best in the industry. The firm fully...
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Senior Paraplanner
2 weeks ago
Glasgow, United Kingdom RGH-Global Limited Full timeSenior Paraplanner Glasgow (Hybrid) Salary: £45,000+ (dependent on experience)Location: GlasgowWorking pattern: Hybrid About the Role An exceptional opportunity has arisen for an experienced Senior Paraplanner to join a highly reputable financial planning firm in Glasgow. You’ll play a key role in providing high-level technical support to Financial...
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Senior Paraplanner
6 days ago
Glasgow, United Kingdom RGH-Global Limited Full timeOverviewSenior Paraplanner Glasgow (Hybrid)Salary: 45000 (dependent on experience)Location: GlasgowWorking pattern: HybridAbout the RoleAn exceptional opportunity has arisen for an experienced Senior Paraplanner to join a highly reputable financial planning firm in Glasgow.Youll play a key role in providing high-level technical support to Financial Planners...
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Senior Paraplanner
2 weeks ago
Glasgow, United Kingdom Eden Scott Full timeMy client is a highly respected large wealth management firm with an office based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced / senior paraplanner to join the team. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of...
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Senior Paraplanner
16 hours ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeWorking with a Regional firm in search of a Diploma Qualified Paraplanner in Glasgow City Centre (hybrid role). **Salary**: £40,000 - £50,000 As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You will analyse the clients' aims and needs to...
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Senior Paraplanner
1 week ago
Glasgow, United Kingdom IDEX Consulting Ltd Full timeWorking with a Regional firm in search of a Diploma Qualified Paraplanner in Glasgow City Centre (hybrid role). **Salary**: £40,000 - £50,000 As a Paraplanner, you will have a broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios You will analyse the clients' aims and needs to...
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Paraplanner
5 days ago
Glasgow, United Kingdom Heat Recruitment Full timeLocationGlasgow Salary £35000 - £60000 TypePermanent WorkplaceOn-Site Ref89234 Job Title: Paraplanner Location: Office-based with hybrid working available Salary: Competitive and dependent on experience Contract: Full-time, permanent Purpose of the Role: Support advisers in delivering accurate, compliant, and high-quality financial planning to clients. The...
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Paraplanner - Part Qualified
2 days ago
Glasgow, United Kingdom mbf. Full time**Paraplanner - Glasgow (Flexible working) - Salary negotiable to £33,000 - Part Qualified or Junior Paraplanners should apply** MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to join their team **The role** In this role...
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Paraplanner
5 days ago
Glasgow, United Kingdom Eden Scott Full timeBusiness Manager - Financial Services Recruitment at Eden Scott Due to further expansion our client, a leading financial planning company who offer services throughout the country, has a requirement for a paraplanner or a senior/paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their...
