Fram are working with a Chartered Financial Planning firm with offices across the UK who are seeking an experienced Paraplanner for their Glasgow office. The salary range is dependent on experience, and qualifications level, they offer hybrid working and can be flexible with the number of days per week in the office. This role is due to an additional Chartered Advisor joining the team. They are looking for someone with paraplanning experience, who is happy to support advisors across all levels of wealth and financial Planning needs. This role would suit a organised paraplanner who wants to work with a strong IFA brand, with experience advisors who deal with, Pension switches, Investments, IHT planning, cashflow modelling and Trusts. Responsibilities include : Working with advisor to collate advice for client Preparing for client meetings Produce financial planning and investment suitability letter across a range of areas – IHT, Cashflow forecasting, VCT, EIS etc Producing comprehensive and clear suitability letters for clients. Act a point of contact to answer client questions Assist with the development of FP review Liaising with other technical staff in order to ensure a consistent client experience across the Group. Using a wide range of software tools, research practices and processes of analysis to create financial plans. An ideal candidate will have paraplanning experience, be based in the UK and hold the level 4 qualification with CII or CISI as a minimum, and if interested our client will help you work towards Chartered status. Ideally someone would have experience with Cash flow modelling, investments, Pensions, VCT, and EIS, but not all essential. Have experience within an IFA environment and knowledge of Intelliflo will be an advantage but not essential. ential.