Senior Paraplanner

Senior Paraplanner Glasgow (Hybrid)

Salary: 45000 (dependent on experience)

Location:

Glasgow

Working pattern:
Hybrid

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 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.

• 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 cash‑flow 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.

• 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 cash‑flow modelling software (e.g. Voyant Cash Calc 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.

• Competitive salary of 45000 (depending on experience)
• Hybrid working pattern for better work‑life balance
• Professional study support (Chartered status encouraged)
• Pension and other benefits