Paraplanner - Reed : Job Details

Paraplanner Opportunity – Hybrid - Glasgow

Empower your career with a firm that values expertise, collaboration, and growth.

Are you a seasoned paraplanner looking for a role where your experience and insight truly make a difference? Our client, a well-established and expanding IFA firm, is seeking a Paraplanner to join their dynamic team in Glasgow.

This is a prime opportunity to work in a business that prioritises long-term client relationships, technical excellence, and the professional development of its people. If you're ready to take ownership of complex cases, mentor junior colleagues, and help shape best practices, this role is for you.

Your Impact:

As a Paraplanner, you’ll be a key player in the advice process, supporting Financial Planners with technically robust and client-focused solutions. Your responsibilities will include:

• Conducting in-depth analysis of client objectives and identifying strategic planning opportunities
• Researching and recommending bespoke financial strategies across pensions, investments, protection, and tax planning
• Producing high-quality, compliant suitability reports
• Ensuring advice adheres to regulatory and internal governance standards
• Maintaining accurate client records and KYC data
• Providing mentoring and quality assurance support to junior paraplanners

What You’ll Bring:

• Proven paraplanning experience within an IFA or wealth management environment
• Strong technical knowledge and confidence handling complex cases
• Proficiency with systems such as Intelligent Office, Curo, CashCalc, FE Analytics, and Dynamic Planner
• CII Diploma in Financial Planning (Chartered status or working towards it is a plus)
• A proactive mindset and passion for delivering exceptional client outcomes

What’s On Offer:

• Competitive salary (DOE) + discretionary bonus
• Hybrid working model with flexibility
• 24 days holiday (rising to 27) + bank holidays
• Full support for professional development – exams, CPD, and training
• Comprehensive benefits: pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers, Cycle to Work Scheme
• A collaborative and supportive team culture

Ready to elevate your career?

Apply now to join a firm where your expertise is valued and your career can flourish.

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