Paraplanner

Company Overview

An established independent financial advisory and investment firm based in Glasgow provides advice across areas including pension planning, investments, and wealth management for private individuals, businesses, and charitable organisations. The firm operates on a transparent, fee-based advice model and places strong emphasis on long-term client relationships, technical excellence, and personalised service. Clients are reviewed regularly to ensure financial plans remain aligned with their goals and changing circumstances.

Role Overview

This is a full-time, office-based Paraplanner role located in Glasgow. The Paraplanner will work closely with Financial Advisers, providing technical support through research, analysis, and the preparation of high-quality client documentation.

The role involves supporting the financial planning process from initial research through to the production of client recommendations. You will be responsible for ensuring reports are accurate, compliant, and clearly presented, while maintaining up-to-date records in line with regulatory standards. Strong attention to detail and the ability to collaborate effectively within a team are essential.

Key Responsibilities

• Prepare client reports and suitability documentation to support adviser recommendations

• Conduct detailed financial and investment research

• Analyse client portfolios and financial data to ensure strategies align with client objectives

• Support financial planning activity across pensions, investments, and broader wealth planning

• Ensure all documentation meets regulatory and compliance requirements

• Maintain accurate and up-to-date client records

• Use financial planning tools, platforms, and CRM systems to support adviser workflows

Skills and Qualifications

• Strong understanding of financial planning and core finance principles

• Ability to analyse financial data and market trends

• Knowledge of investments and portfolio construction

• High-quality report writing skills, with the ability to explain complex concepts clearly

• Diploma in Financial Planning (or equivalent), or working towards Chartered status

• Excellent organisational and communication skills

• Experience using financial planning software or CRM systems is advantageous