Senior Paraplanner Opportunity – Glasgow - Hybrid
Shape the future of financial planning with a firm that invests in you.
Are you an experienced Paraplanner ready to take your career to the next level? Our client, a respected and growing IFA firm in Glasgow, is looking for a Senior Paraplanner to join their collaborative and forward-thinking team.
This is a fantastic opportunity to be part of a business that values long-term client relationships, professional excellence, and the growth of its people. If you're passionate about financial planning and want to make a real impact, this could be your next big move.
The Role:
As a Senior Paraplanner, you’ll work closely with Financial Planners to deliver high-quality advice solutions. Your responsibilities will include:
* Maintaining accurate client records and KYC data
* Analysing client objectives to identify planning opportunities
* Researching and recommending tailored financial solutions
* Writing clear, compliant suitability reports
* Ensuring all advice meets governance standards
What’s On Offer:
1. Competitive salary (DOE) + discretionary bonus
2. Hybrid & flexible working options
3. 24 days holiday, increasing annually to 27 days
4.