Senior Paraplanner

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Job Description

Senior Paraplanner Glasgow (Hybrid Working)
£50,000 £62,000 + Benefits

We are currently recruiting for a Senior Paraplanner to join a highly respected financial planning firm in Glasgow.

This is a fantastic opportunity for an experienced Paraplanner to take the next step in their career, working on complex cases and supporting high-quality client relationships within a collaborative and professional environment.

The Role:
  • Writing complex suitability reports across pensions, investments and protection
  • Supporting Financial Planners with high-value and technical cases
  • Conducting in-depth financial research
  • Assisting with cashflow modelling and client strategies
  • Reviewing and mentoring junior team members where required
About You:
  • Level 4 Diploma qualified (Chartered or working towards)
  • Strong paraplanning experience within a financial planning environment
  • Excellent technical knowledge and report writing ability
  • Confident communicator with strong attention to detail
Whats on Offer:
  • Hybrid working
  • Competitive salary and benefits
  • Exposure to complex, high-net-worth client work

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Location:
Glasgow
Job Type:
FullTime
Category:
Finance And Insurance

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