Paraplanner

Job Title: Paraplanner

Location: Glasgow (3 days in office and 2 days at home)

Salary: £35,000 to £55,000

Benefits: Study/exam support; collaborative support team in-office; flexible working; in-person or remote interview depending on preference

A well-established Chartered Financial Planning firm, providing genuinely independent advice across investments, pensions, tax and trust work. Known for clear and expert guidance, supporting high-net-worth clients, business owners, and trustees. The culture is collaborative, growth-oriented, and focused on technical excellence.

As a Paraplanner, you’ll support Advisers by researching, preparing, and producing client suitability reports and recommendations. This role offers hybrid working, professional study support, and close collaboration with a highly experienced support team.

• Research and prepare suitability / recommendation reports, ensuring compliance and accuracy while supporting Advisers
• Gather client data, produce projections, and carry out investment/pension/tax calculations to support recommendations
• Liaise with product providers and keep up with technical / regulatory changes
• Collaborate with the support team to ensure smooth case progression...