Job Description

Senior Paraplanner

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Salary:

45,000+ (dependent on experience)

Location:

Glasgow

Working pattern:

Hybrid


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About the Role

An exceptional opportunity has arisen for an experienced

Senior Paraplanner

to join a highly reputable financial planning firm in Glasgow.



You'll play a key role in providing high-level technical support to Financial Planners, delivering first-class client service, and contributing to the development of efficient financial planning solutions. This is a great opportunity for a paraplanner who enjoys working on

complex cases

, thrives in a collaborative environment, and wants to be part of a forward-thinking, client-focused team.


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Key Responsibilities

Prepare detailed

financial planning reports

and recommendations across pensions, investments, tax, protection, and estate planning. Support advisers in client meetings and assist with technical queries. Conduct

cashflow modelling

to support holistic financial planning. Research and analyse a wide range of financial products and providers. Review client portfolios and ensure recommendations are compliant and tailored to client objectives. Liaise with product providers, clients, and colleagues to progress advice cases efficiently. Contribute to process improvements and provide guidance to junior paraplanners or administrators where needed. Keep up to date with regulatory and product developments, ensuring the firm remains compliant with FCA standards.
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About You

Level 4 Diploma in Financial Planning (CII or equivalent)

essential. Minimum

3 years experience

in a paraplanning role, ideally within an IFA or wealth management environment. Proven experience working on

complex cases

, including trusts, IHT planning, drawdown, and corporate structures. Skilled in

cashflow modelling software

(e.g., Voyant, CashCalc or similar). Excellent report-writing and analytical skills, with exceptional attention to detail. Confident communicator able to work collaboratively with advisers and clients. A proactive, solutions-focused individual with a genuine interest in financial planning.
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Benefits

Competitive salary of

45,000+ (depending on experience)

Hybrid working pattern for better worklife balance Professional study support (Chartered status encouraged) * Pension and other benefits