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Senior Paraplanner Glasgow | Wealth Management | Hybrid Working to £62,000 plus benefits A leading UK wealth management firm is seeking an experienced Senior Paraplanner to join its growing Wealth Planning division. Following a series of recent acquisitions and significant growth in assets under management, the firm is continuing to expand its financial planning capability and is looking to strengthen its Glasgow-based team with an experienced paraplanner who can support advisers in delivering high-quality, holistic financial planning advice to clients. The Role Working closely with Senior Wealth Planners, you will provide high-level technical support across a broad range of financial planning areas including pensions, investments, protection and tax planning. You will play a key role in researching solutions, preparing suitability reports, and supporting advisers in delivering tailored advice aligned with clients’ objectives. This is a highly collaborative role within an established paraplanning function and offers the opportunity to work on complex financial planning cases within a well-resourced and professional environment. Key responsibilities include: • Conducting detailed research across financial planning products and strategies, • Preparing clear, client-focused suitability reports and technical documentation, • Supporting advisers with cashflow modelling and financial planning analysis, • Assisting in the development of financial planning strategies to meet client objectives, • Acting as a technical reference point within the team, • Mentoring and supporting junior paraplanners and contributing to team development, • Ensuring all work adheres to regulatory and compliance requirements About You The ideal candidate will have strong technical knowledge and proven experience providing paraplanning support within a financial planning or wealth management environment. You will likely have: • RQF Level 4 Diploma in Regulated Financial Planning (or equivalent), • Experience supporting advisers across investments, pensions, and protection, • Strong suitability report writing and technical research experience, • Experience with cashflow modelling tools, • Excellent attention to detail and analytical skills, • A collaborative approach and interest in supporting junior colleagues Candidates working towards Chartered Financial Planner status would be particularly well suited to this role. The Opportunity This firm has an excellent reputation within the UK wealth management market and continues to invest heavily in its financial planning division. With a large and growing advice team, this role offers genuine long-term career progression, including the potential pathway into team leadership or management responsibilities. Package • £50,000 to £62,000 base salary, • Discretionary bonus, • Comprehensive benefits package including pension, PMI and income protection, • Hybrid working (typically 3 days in the office after probation)

Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture being a key focus, and fully support career development pathways towards your goals. The position will provide essential support to their financial advisers through technical research and report writing (along with attending meetings as required). Their advisers offer holistic independent financial advice to clients. They also provide cashflow modelling, pensions, investment and estate/tax planning services. The structure of their team means that the successful hire would have hands on exposure to clients, be a vital part to the advice process and have their input recognised. Having continued client contact means that communication/interpersonal skills are key, along with fitting in with their warm and dynamic office culture. For a more senior/experienced appointment, there would be the opportunity to train, mentor, coach and support colleagues and have input to the companies' direction of travel as a part of the management team. Whilst they can be flexible on exams (and support studies) particularly for a developmental hire, there is a preference for diploma qualified or close to obtaining but a senior must have level 4. A minimum 2 years experience is needed in financial planning/wealth management – either provider, IFA or investment manager etc – providing support to financial advisers carrying out technical support. However they could also consider an individual in a senior IFA administrative role with exam progress to develop – the drive, enthusiasm and eagerness to develop would be key if hiring at that level. Strong software, IT skills, back office experience is a must, with a keen eye for detail and carrying out work inline with FCA legislation/regulations. This is an outstanding rare opportunity to join their team with a flexible and attractive package on offer, so please get in touch to discuss in more detail as soon as possible prior to submission – all applications treated in the strictest of confidence.

At Rathbones Financial Planning, our Paraplanners play a vital role in delivering thoughtful, high-quality financial advice that genuinely makes a difference to the lives of our clients. Were now looking for a Paraplanner to join our growing Glasgow team and support our Financial Planners with end-t

We here at Siamo Recruitment are proud to working with one of South Wests leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level. You will be the gel between your FA's and their clients. Ensuring a high customer experience externally and provide research, planning and reports. Offering leading products across the UK this Paraplanner opportunities offers development, stability, responsibility and variety within a well renowned firm. What does our clients benefits scheme include? • Up to a 20% annual bonus scheme (performance based), • Professional investment plans for relevant courses, exams and industry training materials, • 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell), • Annual salary reviews, • Private medical insurance and life cover available, • Recruitment referrals bonus, • Hybrid working offering 2 days from home post probation, • Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday, • Work seamlessly with your allocated FA's, • Produce Suitability Letters, • Produce CFRs, • Provide a point of contact for all queries pertinent to your role from the team, • Provide technical support to the team, • Use initiative to locate answers and helps others use their initiative to locate answers, • Communicate with practice manager regarding any potential issues, • Manage and resolve technical queries, • Keep up with all industry and internal changes that will affect your role, • Show willingness to expand and increase knowledge of all areas of financial services specifically pensions, investments and tax and trusts, • Prior Paraplanning experience is essential due to the nature of the role, • Qualified through DipPFS, CII, DipPP or Cert in Paraplanning, • Experience producing Suitability Letters, CFRs and completing product research, • Ability to confidently manage internal and external relationships, • The ability to balance conflicting demands in a calm and friendly manner, • Ability to work autonomously, remotely and within a team, • Analytical with precise attention to detail, • Ability to accurately transpose information, • Experience in maintaining systems, processes and procedures, • Up to date knowledge of regulation, legislation and taxation, • Full UK Driving License and Own Vehicle JBRP1_UKTJ

Templegate Recruitment Specialist Recruiters in Financial Services Paraplanning Associate / Junior Paraplanner Location: Chorley (Hybrid) Salary: Up to £32,000 (DOE) The Opportunity An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner. This role is ideal for someone with strong financial planning experience who is looking to develop their career as a paraplanner. You will receive structured training, full exam support, and ongoing mentoring to support your progression towards becoming a fully competent paraplanner. Working closely with Advisers and the Technical Team Leader, you will play a key role in supporting the delivery of high-quality, compliant financial planning advice while building the technical skills required of a successful paraplanner. Benefits Package * 4% Employer Pension Contribution (salary sacrifice available) * 28 Days Annual Leave plus Bank Holidays * Option to Purchase up to 5 Additional Days Leave * Group Life Cover (4x Salary) * Rolling Sick Pay Scheme * Full Exam & Training Support * Hybrid Working Arrangement * Clear Career Development Pathway towards a Paraplanner role Role Purpose As part of the Paraplanning team, you will: * Assist in preparing accurate, compliant, and professional suitability reports * Conduct detailed research across pensions, investments, protection, and wider financial planning solutions * Support advisers with technical analysis and case preparation * Ensure all work aligns with regulatory requirements and internal procedures * Maintain accurate and up-to-date client records * Liaise with providers and internal departments as required * Develop a thorough understanding of advice processes and client journeys * Progress technical knowledge and competency under the supervision of the Technical Team Leader This position offers structured development with a clear pathway to becoming a confident and technically capable paraplanner. About YouEssential Experience & Skills * Minimum 3 years continuous experience within a Financial Planning firm * Exposure to paraplanner responsibilities or technical support work * Currently working towards the Regulated Diploma in Financial Planning (Level 4) * Ideally 12 CII R0 exams already achieved * Good understanding of the UK financial regulatory framework * Strong written and verbal communication skills * Proficient in Microsoft Outlook, Word, Excel, and PowerPoint * Excellent attention to detail * Strong organisational skills with the ability to prioritise effectively * A collaborative and professional approach * Comfortable working in a fast-paced environment * Open to feedback and committed to developing into a successful paraplanner Desirable * Regulated Diploma in Financial Planning (Level 4) * Strong analytical and technical thinking skills * Ability to assess information from multiple perspectives * Confidence handling detailed and technical information Career Development This role offers genuine long-term progression within a supportive and technically strong environment. With full study support and structured mentoring, you will be guided step-by-step towards becoming a fully qualified paraplanner. How to Apply If you are looking to take the next step in your financial planning career and progress as a paraplanner, we would love to hear from you. Submit your CV today and one of our specialist consultants will contact you to discuss your experience, career aspirations, and other suitable opportunities. Due to the high volume of applications, we can only respond to successful candidates. If you have not heard from us within 7 days, please assume your application has not been successful on this occasion. JBRP1_UKTJ

An award winning IFA firm based in Glasgow looking to appoint a Junior or Trainee Financial Planner. This role is an outstanding opportunity for a newly qualified Financial Planner or possibly a DipFA Qualified Paraplanner or Mortgage Adviser who is looking for the next step in their career. You wil

A leading UK wealth management firm is seeking a Senior Paraplanner to join its Wealth Planning division in Glasgow.

A financial advisory firm in Glasgow seeks a full-time Paraplanner to support Financial Advisers through high-quality research and documentation preparation. The ideal candidate should have a strong understanding of financial planning, excellent report writing skills, and a Diploma in Financial Plan

Eden Scott’s client is seeking a motivated.This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm.Support financial planners with research and report preparation.Assist in preparing financial plans, reports, and investment reco

A leading financial planning company in the United Kingdom seeks a paraplanner or a senior paraplanner team leader to join their team.The role offers a flexible hybrid working arrangement and focuses on providing essential support to financial advisers through technical research, report writing, and

A fantastic opportunity has arisen for a Trainee Paraplanner to join a thriving firm of chartered financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments. Tra

Paraplanner required by this prominent Wealth Management firm that provides IFA advice to uHNW and HNW clients, operating across a wide range of Investment and Retirement planning including some complex cases involving IHT planning and DFM. You will be an experienced Paraplanner with the Level 4 (o

The ideal candidate will have a strong technical background in financial planning, including suitability report writing and cashflow modelling, along with a collaborative approach to mentoring junior paraplanners. A leading UK wealth management firm is seeking an experienced Senior Paraplanner to jo

A leading financial planning company in Glasgow is seeking a paraplanner or senior paraplanner team leader to join their hybrid work model.The role involves supporting financial advisers with research and report writing while interacting with clients.Candidates should have at least 2 years of experi

A growing financial services firm in Scotland is seeking a Paraplanner to support financial advisers in delivering effective financial planning solutions.

The Senior Paraplanner will take a senior role within the paraplanning team, producing comprehensive suitability reports, coordinating technical research, and ensuring all client communications meet regulatory standards. Recruit UK are pleased to be working with a leading wealth management team in B

Following a series of recent acquisitions and significant growth in assets under management, the firm is continuing to expand its financial planning capability and is looking to strengthen its Glasgow-based team with an experienced paraplanner who can support advisers in delivering high-quality, hol

A leading financial consulting firm in Glasgow seeks an experienced Paraplanner.

A leading investment advisory firm in Glasgow is looking for a Paraplanner to develop personalized financial planning strategies for high-net-worth clients.This role requires diploma-level qualifications, full paraplanning experience, and expertise in report writing.You will enjoy flexible working a

A leading recruitment firm is seeking a Senior Paraplanner in Glasgow to join a forward-thinking wealth management team.

As a Paraplanner, the successful candidate will serve as the technical engine of the financial planning process, ensuring that every recommendation is underpinned by rigorous research, accurate data, and a deep understanding of the regulatory landscape.

A financial services firm in Glasgow is offering an exciting opportunity for a Trainee Paraplanner.

A leading chartered financial advice firm is seeking an experienced paraplanner or senior paraplanner in Glasgow to join their award-winning team.The role includes preparing suitability reports, liaising with product providers, and supporting financial advisors.Candidates should have experience in p

A financial services firm in Glasgow is seeking a motivated Paraplanner Assistant to support financial planners with research and reporting.

A prominent Wealth Management firm is seeking an experienced IFA Paraplanner in Glasgow.

Holidays: 28 days, (4 days kept for Christmas) plus statsPensionDISAnnual bonus and salary reviewVarious Company expensed events during the yearStudy days and full exam funding, including study materialFree parkingCandidate Requirements:Must have at least 2 years experience working as a Paraplanner

ParaplannerCompany DescriptionOur client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses.

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the

PARAPLANNER full or part time consideredLEICESTER (Our Ref AL1389)SALARY to c£42,000 dep on exp + benefitsPARAPLANNER ROLE SUMMARYThe role involves working closely with a team of financial planning consultants, with support provided a team of administrators.

They urgently seek a Technical Paraplanner to join the team on a permanent basis.

I am looking for multiple Paraplanners to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support a number of initiatives including - Estate planning, Drawdown, Pension switching and replacement business init. Paraplanner

ParaplannerLocation: Farnborough / Remote- 1 day a month in the Farnborough officeSalary: £45,000-£50,000Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate pl

Paraplanner (Work Life Balance)£40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' h

Templegate RecruitmentSpecialist Recruiters in Financial ServicesParaplanner Research TeamLocation:Rayleigh, Essex (Hybrid working available)Salary:£40,000£45,000 per annumBenefits:25 days holiday plus bank holidays3 additional days at ChristmasOffice closed for 1 week after ChristmasAuto-enrolme

ParaplannerLeeds (Hybrid – 2 days from home)Up to £50,000 basic salary + bonusMonday to Friday - Core office hours Excellent company benefits Outsource UK is recruiting for an experienced Paraplanner to join a forward-thinking, high-growth financial services business in Leeds.

Paraplanner (Wealth Management) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to

Due to rapid business growth, we are looking for an eager Financial Planning professional to join us as a Trainee Paraplanner, with the view of being part of our journey as a fast-growing FinTech.

TECHNICAL PARAPLANNER (HOME-BASED). We are working with a leading HNW/UHNW boutique IFA who is seeking an experienced Technical Paraplanner to support their Advisers and play a key role in delivering high-quality financial planning solutions on a fully remote basis.

ParaplannerIf you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.

Paraplanner (Progression to Financial Advisor) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you

ParaplannerLocation: Solihull - Hybrid or remote workingSalary: £40,000 + comprehensive benefits packageWe are an SJP Partner Practice based in Solihull and are looking to appoint an experienced Paraplanner to join our expanding team.

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.

ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London.