Paraplanner - Reed : Job Details

Paraplanner Opportunity – Junior or Experienced | Glasgow

Join a forward-thinking financial planning firm where your expertise and ambition will be valued and nurtured.

Whether you're a rising star in the paraplanning world or a seasoned professional, this is your chance to be part of a dynamic team that puts quality, integrity, and client care at the heart of everything they do.

The Role

As a Paraplanner, you’ll play a pivotal role in supporting our advisers by preparing high-quality recommendation reports, conducting in-depth research, and ensuring compliance across the financial planning process. You’ll be involved in:

• Preparing and maintaining client files
• Drafting and implementing financial recommendations
• Reviewing investment portfolios and pension suitability
• Conducting investment analysis using tools like Financial Express Analytics and Dynamic Planner

What They’re Looking For

They’re open to Junior Paraplanners with strong potential and a commitment to learning, as well as experienced professionals ready to hit the ground running.

Key Skills & Experience:

• Strong technical knowledge and report writing skills
• Ability to work independently and proactively
• Excellent interpersonal and communication skills
• High attention to detail and time management
• Understanding of the financial planning process and regulatory requirements
• Good IT proficiency

Qualifications:

• Essential: Level 4 Diploma in Financial Planning
• Desirable: Chartered status or knowledge in areas like Trusts, Pension Income Options, Protection, and Financial Planning Practice

Why Join Our Clients Team?

• Salary up to £50k DOE with a flexible approach to experience level where they invest in potential
• 24 days annual leave plus 11 public holidays
• Central Glasgow location with hybrid working options – 2 - 3 days WFH
• Supportive and collaborative team culture
• Benefits package includes Critical Illness Cover and Death in Service Cover
• Healthcare and Income Protection Schemes
• 4% - 5% matched pension contribution (salary sacrifice scheme)
• Employee share scheme
• Opportunities for professional development and progression
• Study support & incentive for Advanced Finance exams passed

Ready to Take the Next Step?

If you're passionate about financial planning and want to grow your career in a role that offers both challenge and support, we’d love to hear from you.

Apply now or get in touch with Pauline Low at Reed for a confidential chat!