About

Trainee Paraplanner South Lanarkshire£30,000 - £38,000 (depending on experience) Join a growing, independent financial advisory firm where technical quality, client outcomes and long term relationships genuinely matter. This is an opportunity to join an expanding, directly authorised IFA where paraplanning is viewed as a core professional function rather than purely support. You will be part of a small, close knit team where your work is visible, valued and directly impacts the quality of advice delivered to clients. If you enjoy technical analysis, clear written communication and contributing to well considered financial planning strategies, this role offers the autonomy, development and stability to progress your career. The role You will support the advice team by delivering high quality technical research, analysis and well structured reports that shape client recommendations and outcomes. Your responsibilities will include: Producing clear and compliant suitability reports across pensions, investments, protection and tax planningCarrying out detailed technical research to support adviser recommendationsInterpreting complex financial information and considering its impact on the client’s wider financial positionEnsuring documentation and calculations meet FCA requirements and Consumer Duty standardsManaging multiple cases and deadlines while maintaining a high level of accuracyWorking closely with advisers to develop appropriate, client focused advice strategies This is a role that encourages professional judgement and a broader understanding of each client’s objectives. What you will need Diploma in Regulated Financial Planning, or actively working towards Level 4Experience within an IFA environment as an experienced fin