About

Paraplanner Glasgow, hybrid working£40,000 to £45,000 plus benefits An established and well resourced financial planning firm is looking to appoint an experienced Paraplanner to join its Glasgow based team and support the delivery of high quality, compliant financial advice. This role would suit a technically confident Paraplanner who enjoys research, cashflow modelling and producing clear, well structured reports. You will work closely with Financial Planners as part of a professional support function that plays a central role in achieving good client outcomes. The role You will provide technical research and paraplanning support to advisers, ensuring recommendations are robust, suitable and clearly documented. Your responsibilities will include: Producing detailed suitability and recommendation reports in line with regulatory requirementsAnalysing client circumstances, objectives and attitude to riskCarrying out research across pensions, investments, protection and estate planning solutionsPreparing comparisons and analysis to support adviser recommendationsProducing cashflow models to support retirement and long term financial planningLiaising with advisers to challenge or refine recommendations where appropriate The role offers exposure to a broad range of financial planning work, with scope to support both personal and corporate client advice depending on experience. What you will need Level 4 Diploma in Regulated Financial PlanningPrevious experience as a Paraplanner within an IFA or wealth management environmentStrong technical knowledge across pensions, investments, protection and wider financial planning About the company The firm is a well established independent financial plan