Paraplanner - Financial Planning Reports
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-03-11
Listing for:
TrinityBridge
Part Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
A financial services company in Glasgow is seeking a Paraplanner to support Advisers in producing suitability reports and conducting product research. The ideal candidate will have a Regulated Diploma in Financial Planning and strong IT and communication skills. Responsibilities include financial analysis, client servicing, and ensuring compliance with company procedures. The company embraces diversity and promotes inclusive work options for better work-life balance.
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