Paraplanner

Paraplanner Opportunity in Glasgow

Competitive Salary | Hybrid Working - 1 Day Office Based

Are you a technical Paraplanner looking to join a forward-thinking wealth management firm?

We're seeking an experienced Paraplanner to support our clients Financial Advisers by delivering high-quality research, report writing, and technical planning solutions. You'll play a key role in analysing products and providers, producing suitability reports, and supporting complex cases including pension transfers, retirement planning, and inheritance tax planning.

What you'll be doing:

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• Conducting in-depth product and provider research
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• Preparing suitability reports and client recommendations
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• Supporting advisers with complex financial planning cases
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• Liaising with clients and maintaining accurate records
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• Contributing to process improvements and team development
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• Keeping up to date with industry regulations and technical knowledge
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What we're looking for:

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• Previous Paraplanning experience within Financial Services
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• Strong technical knowledge across pensions, investments and protection
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• Experience with complex retirement and IHT planning cases
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• Excellent report writing and analytical skills
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• Organised, detail-oriented and client-focused approach
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Why join this team?

Join a collaborative and supportive team where your expertise is valued, your development is encouraged, and you'll have the opportunity to make a real impact on client outcomes.

On offer

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• Competitive salary DOE
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• Hybrid working: 4 days working from home
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• 28 days holiday + Bank Holidays
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• Benefits include, Pension, Death in Service, Life Assurance and PMI
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• Supportive team culture with opportunities for growth and development
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• Study support towards professional qualifications
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• Be part of a company that values your input and encourages innovation
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Interested? Apply today to take the next step in your Paraplanning career.

For a confidential chat, contact Pauline Low at Reed on .