Paraplanner - Reed : Job Details

Step Up Your Career as a Paraplanner – Join a Dynamic Team in South Glasgow!

Are you a Diploma-qualified Paraplanner ready to take the next step in your career? Our client in South Glasgow is offering an exciting opportunity to join a growing, energetic team where you’ll be supported in your development and progression.

Your Role and Impact

As a Paraplanner, you’ll play a vital role in supporting financial advisers by:

• Delivering high-quality technical support to ensure clients receive maximum value
• Drafting clear, client-focused communications and bespoke financial plans
• Gathering and analysing both qualitative and quantitative data using advanced tools to produce compliant, tailored financial strategies
• Contributing to the enhancement of centralised, cost-effective propositions and participating in engaging project work

Key Responsibilities

• Collaborate with advisers to understand client goals and objectives
• Analyse client documentation including fact finds and meeting notes
• Source accurate data to support financial projections
• Create detailed financial plans in line with company standards
• Use financial software to generate precise projections
• Prepare thoroughly for client meetings, ensuring advice is aligned with their needs
• Support advisers during client presentations and respond to technical queries
• Produce polished reports following planning meetings
• Liaise with product providers and third parties
• Stay informed on regulatory updates and market trends

What You’ll Bring

• Previous experience in a paraplanning role
• Level 4 Diploma qualified (or working towards it)
• Ideally familiar with tools such as Cashflow Modelling Software, Intelligent Office, FE Analytics, Selectapension, Dynamic Planner, and various provider platforms

What’s on Offer

• Competitive salary up to £45K (DOE) + performance bonus
• Hybrid working model
• 28 days holiday + bank holidays (with flexibility on 3 BHs)
• Supportive, collaborative work environment
• Study support for further professional qualifications
• Comprehensive benefits including pension, Death in Service cover, Bupa Cash Plan, and healthcare

Ready to Elevate Your Career?

If you're eager to grow and make a meaningful impact within a talented team, we’d love to hear from you. Apply now!

For more information, contact Pauline Low at Reed on  or connect on LinkedIn for a confidential chat.