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Senior Paraplanner & Financial Planning Lead; Hybrid

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: Eden Scott
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Position: Senior Paraplanner & Financial Planning Lead (Hybrid)
A leading financial planning company in Scotland is seeking a paraplanner or senior paraplanner team leader to support their financial advisers. The role, promoting hybrid working, involves technical research, report writing, and client interaction. Candidates should have at least 2 years of relevant experience in financial planning and strong interpersonal skills. There are mentorship opportunities for more senior candidates. A diploma or progress towards qualification is preferred, with a focus on career growth in a dynamic team environment.
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Position Requirements
10+ Years work experience
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