Paraplanner

Advanced Asset Consultants is a leading Chartered Financial Planning practice based in Glasgow, serving private investors, professional intermediaries, charities, and unions across Scotland. The firm specializes in providing clear, jargon-free financial advice and innovative, cost-effective financial planning solutions tailored to individual needs. Our consultants are highly qualified with credentials from the Chartered Insurance Institute and bring a wealth of industry experience to the table.

As an independent practice, we prioritize acting in the best interests of our clients, offering expert, personalized guidance. We are committed to professional development, ensuring consistent, top-tier technical expertise for every client.

This is a full-time hybrid role for a Paraplanner based in Glasgow City, with opportunities for remote work. The Paraplanner will assist financial advisors by preparing client reports, conducting research, and analyzing financial data. Day-to-day responsibilities include creating financial plans, supporting investment strategies, and ensuring all recommendations comply with financial regulations. The role will involve liaising with clients and stakeholders to provide accurate and reliable documentation and advice.

Collaboration with the advisory team will be integral to delivering high-quality client service.

• Expertise in Financial Planning and Investments
• Strong Analytical Skills and Finance knowledge
• Proficiency in Report Writing and attention to detail
• Excellent communication and interpersonal skills for client interaction
• Chartered Insurance Institute qualifications or working towards such certifications
• Experience in a financial advisory or paraplanning role is an advantage
• Strong organizational skills and ability to manage multiple projects
• Commitment to professional development and staying updated on financial industry standards