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Senior Paraplanner: Strategic Financial Planning & Research

Job in Glasgow, Glasgow City Area, G1, Scotland, UK
Listing for: KPW Investments
Full Time position
Listed on 2026-01-30
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant, Financial Reporting, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm is seeking a full-time Paraplanner in Glasgow to assist financial advisers with research and report preparation. The role includes developing tailored financial plans and reviewing client portfolios while collaborating with advisers to ensure exceptional service. The ideal candidate should have a strong background in financial planning and relevant qualifications. This position is crucial for delivering high-quality financial advice and support to clients.
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Position Requirements
10+ Years work experience
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