Paraplanner

Paraplanner - GlasgowLocation: GlasgowEmployment Type: Full-time, Permanent

Hybrid working optionsWork Hours: 35 hours/weekIndustry: Wealth ManagementReference Number: 9656

About the Opportunity

An exciting opportunity has arisen to join a leading wealth management firm as a Paraplanner in their Glasgow office. This permanent role offers the chance to support high-calibre financial professionals and work closely with clients to help make their wealth work for them.

Join a national IFA with offices all across the UK.

The Glasgow team provides a range of services including private client financial planning, investment management, and solutions for professional intermediaries. Clients are at the centre of everything the team does, with a collaborative approach that ensures trusted and personalised advice.

What You’ll Be Doing

• Provide expert paraplanning support to Wealth Managers and Directors
• Analyse client needs to develop tailored financial solutions
• Create high-quality financial plans and analytical reports
• Assist in the preparation of new client and review meetings
• Engage with clients and contribute to the advice process
• Understand the office’s business objectives and how your role contributes to success

What You Bring

Must-Have:

• Previous experience as a Paraplanner with a strong understanding of core and complex financial planning topics
• CII Level 4 Diploma in Regulated Financial Planning
• Strong attention to detail, numerical accuracy, and organisational skills
• Clear and effective communication, both written and verbal
• Ability to work to deadlines in a time-sensitive environment
• A dependable and flexible team player

Nice-to-Have:

• Working towards or holding the CII Level 6 Advanced Diploma in Regulated Financial Planning

What’s In It For You?

• Starting salary of up to £45,000 + Bonus scheme
• Hybrid working 2/3 split
• A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive pay
• Opportunities for professional growth with access to top-tier training
• Flexible working arrangements to support work-life balance
• A dynamic and inclusive team environment
• Leadership that supports your development through coaching and mentoring
• A role where you can truly make a difference and leave a lasting impact

To apply, please send across your CV

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Glasgow on a Paraplanner role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.