Senior Paraplanner

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