Paraplanner

KPW Investments is an independent financial advisory and stockbroking firm based in Glasgow. We specialize in defined benefit (DB) pension planning, wealth management solutions for individuals, corporate clients, and charities. We are dedicated to providing transparent, fee-based advice to help clients achieve their long‑term financial goals. Our experienced team delivers outstanding results through a combination of professional expertise and personalized service, meeting regularly with clients to ensure their financial plans stay on track.

Salary: £37,500 - £52,500 per annum (based on experience and qualifications)

This is a full‑time, on‑site role based in Glasgow, UK for an experienced Paraplanner. The Paraplanner will assist financial advisers by preparing client reports, conducting detailed financial research, and analyzing client portfolios to ensure strategies align with their financial goals. Responsibilities include financial planning support, creating client recommendations, maintaining compliance with industry standards, and ensuring all documentation is accurate and up to date.

The role demands attention to detail and the ability to effectively work in a team environment.

• Proficiency in Financial Planning and a strong understanding of Finance principles
• Analytical Skills for interpreting financial data and market trends
• Knowledge of Investments and portfolio management techniques
• Strong Report Writing skills and ability to present complex financial concepts clearly
• Relevant qualifications such as a Diploma in Financial Planning or progress towards Chartered Financial Planner status
• Excellent organizational and communication skills
• Proficiency in financial software or CRM platforms is an advantage