Paraplanner (Glasgow)

Overview

In this Paraplanner role, you support advisory teams through research and report writing to inform client recommendations. You’ll produce varied suitability reports and engage with clients as needed, contributing to a growing firm that values progression through an internal academy. The position offers a path into management or advising as you develop your career within a supportive, growth-focused environment.

Responsibilities

• conduct research and prepare reports for financial planning
• write suitability reports and product/service analyses
• generate varied client-facing reports and documentation
• collaborate with the advisory team to support financial recommendations
• participate in ongoing development through the internal academy

Key requirements

• experience as a Paraplanner in a financial services setting
• diploma qualification or progression toward it
• strong written and verbal communication with clients
• ability to produce high-quality, varied reports

• strong communication skills
• flexible and confident
• ability to work with clients
• paraplanning experience
• report writing
• product and services knowledge in financial planning

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