Paraplanner

Paraplanner Location : Glasgow (flexible working - up to 4 days from home each week) Salary : Up to £45,000 per annum Hours : Full time | 37.5 hours per week

This is a fantastic opportunity to join a growing, forward-thinking financial advice firm that values quality, collaboration and technical excellence. As a Level 4 qualified Paraplanner, you’ll play a key role in delivering high-calibre support to a team of experienced advisers.

Based in Glasgow, this position offers a flexible working pattern with the option to work from home up to four days per week. During your initial onboarding, more time in the office is encouraged to support your learning and integration with the team.

Key Responsibilities :

Prepare tailored suitability reports and technical documentation

Conduct detailed research and analysis across pensions, investments, protection and estate planning

Perform cashflow modelling and client risk profiling

Liaise closely with advisers to shape and challenge recommendations

Maintain accurate, compliant client records using industry-leading systems

What We’re Looking For :

Level 4 Diploma in Financial Planning (essential)

Strong background in an IFA or wealth management environment

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