Senior Paraplanner

Senior Paraplanner

Salary: £45,000+ (dependent on experience)

Location: Glasgow

Working pattern: Hybrid

About the Role

An exceptional opportunity has arisen for an experienced Senior Paraplanner to join a highly reputable financial planning firm in Glasgow.

You’ll play a key role in providing high-level technical support to Financial Planners, delivering first-class client service, and contributing to the development of efficient financial planning solutions. This is a great opportunity for a paraplanner who enjoys working on complex cases, thrives in a collaborative environment, and wants to be part of a forward-thinking, client-focused team.

Key Responsibilities

• Prepare detailed financial planning reports and recommendations across pensions, investments, tax, protection, and estate planning.
• Support advisers in client meetings and assist with technical queries.
• Conduct cashflow modelling to support holistic financial planning.
• Research and analyse a wide range of financial products and providers.
• Review client portfolios and ensure recommendations are compliant and tailored to client objectives.
• Liaise with product providers, clients, and colleagues to progress advice cases efficiently.
• Contribute to process improvements and provide guidance to junior paraplanners or administrators where needed.
• Keep up to date with regulatory and product developments, ensuring the firm remains compliant with FCA standards.

About You

• Level 4 Diploma in Financial Planning (CII or equivalent) essential.
• Minimum 3 years experience in a paraplanning role, ideally within an IFA or wealth management environment.
• Proven experience working on complex cases, including trusts, IHT planning, drawdown, and corporate structures.
• Skilled in cashflow modelling software (e.g., Voyant, CashCalc or similar).
• Excellent report-writing and analytical skills, with exceptional attention to detail.
• Confident communicator able to work collaboratively with advisers and clients.
• A proactive, solutions-focused individual with a genuine interest in financial planning.

Benefits

• Competitive salary of £45,000+ (depending on experience)
• Hybrid working pattern for better worklife balance
• Professional study support (Chartered status encouraged)
• Pension and other benefits