Average Paraplanner salary in Glasgow

We are currently working with a reputable wealth management business with offices in Glasgow.Due to growth and success over the last year, they are now looking to bolster the team by adding another paraplanner.Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. They write all their reports bespoke so it will be an interesting role and will require lot's of technical research.You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with technical support. Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning (or working towards).The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be joining a well known and highly respected organisation with excellent career development opportunities. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

We are recruiting on behalf of a well-respected financial planning firm with offices in Edinburgh and Glasgow.Key Responsibilities Financial Analysis - Evaluate clients' income, expenses, assets, liabilities, and long-term goals using robust planning toolsReport Preparation - Draft comprehensive reports covering investments, retirement, tax, and estate planningClient Communication - Liaise with clients to gather relevant information and help articulate their financial aspirationsRegulatory Compliance - Ensure all recommendations and plans meet FCA regulatory standardsResearch & Due Diligence - Analyse financial products and market trends to support tailored client strategiesSupport Investment Recommendations - Assist planners in creating bespoke investment portfolios aligned with client objectivesDocumentation - Maintain accurate and compliant client records and files Essential: Diploma ParaplannerExperience with iO, Excel, and financial planning toolsExcellent communication (verbal & written)Strong team player with mentoring or coaching capability Benefits Competitive salary and excellent benefits Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Paraplanner East End Glasgow, hybrid working£40,000 - £50,000 An established financial planning firm is looking to appoint an experienced Paraplanner to support its advisory team and contribute to the delivery of high quality, client focused financial advice. This role would suit a technically capable Paraplanner who enjoys report writing, research and working closely with advisers. You will join a professional and sociable office environment where paraplanning is valued and where ongoing development is actively supported. The role You will work closely with Financial Planners to ensure advice is thoroughly researched, clearly documented and aligned with each client’s objectives. Your responsibilities will include: Preparing detailed financial reports and suitability documentationCarrying out technical research across investments, pensions and wider financial planning strategiesSupporting advisers in the design and delivery of tailored financial plansProducing cashflow models to support retirement and long term planningMaintaining accurate and up to date client records using back office systemsLiaising with clients to gather information and respond to queries in a timely, professional mannerDelivering a consistently high standard of client service What you will need Previous experience in a Paraplanner role within a financial planning or wealth management environmentStrong report writing skills and solid technical understanding of financial planning adviceExperience using Intelligent Office, or similar back office systems, would be advantageousExcellent organisation, accuracy and attention to detailA professional, client focused approach About the company The business is a well established financial planning firm with a strong emphasis on professionalism, long term client relationships and high standards of advice. The culture is collaborative and supportive, allowing paraplanners to work closely with advisers and play an integral role in achieving good client outcomes. What is on offer Competitive salary based on experiencePension schemePrivate medical coverDeath in service benefitHybrid working arrangementSupport for professional qualifications and career developmentFriendly and professional office environment Please click Apply now. If your CV is not fully up to date, send what you have and it can be updated later. Everyone who applies will receive a response.