Paraplanner - Glasgow Location: Glasgow Employment Type: Full-time, Permanent Hybrid working options Work Hours: 35 hours/week Industry: Wealth Management Reference Number: 9656 About the Opportunity An exciting opportunity has arisen to join a leading wealth management firm as a Paraplanner in their Glasgow office. This permanent role offers the chance to support high-calibre financial professionals and work closely with clients to help make their wealth work for them. Join a national IFA with offices all across the UK. The Glasgow team provides a range of services including private client financial planning, investment management, and solutions for professional intermediaries. Clients are at the centre of everything the team does, with a collaborative approach that ensures trusted and personalised advice. What You’ll Be Doing Provide expert paraplanning support to Wealth Managers and Directors Analyse client needs to develop tailored financial solutions Create high-quality financial plans and analytical reports Assist in the preparation of new client and review meetings Engage with clients and contribute to the advice process Understand the office’s business objectives and how your role contributes to success What You Bring Must-Have: Previous experience as a Paraplanner with a strong understanding of core and complex financial planning topics CII Level 4 Diploma in Regulated Financial Planning Strong attention to detail, numerical accuracy, and organisational skills Clear and effective communication, both written and verbal Ability to work to deadlines in a time-sensitive environment A dependable and flexible team player Nice-to-Have: Working towards or holding the CII Level 6 Advanced Diploma in Regulated Financial Planning What’s In It For You? Starting salary of up to £45,000 Bonus scheme Hybrid working 2/3 split A comprehensive Total Rewards Program including bonuses, flexible benefits, and competitive pay Opportunities for professional growth with access to top-tier training Flexible working arrangements to support work-life balance A dynamic and inclusive team environment Leadership that supports your development through coaching and mentoring A role where you can truly make a difference and leave a lasting impact To apply, please send across your CV About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a UK Wealth Management Firm in Glasgow on a Paraplanner role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.