This is a permanent, full-time vacancy that will close in a month at 23:59 BST.
The Vacancy
We have an exciting new opportunity for a Paraplanner in our Personal Wealth team, based in Glasgow or Edinburgh.
The role is envisaged as full-time; however, we are open to considering candidates interested in a 4-day working week.
What will your role look like?
Our Paraplanners oversee the quality and accuracy of financial plans, lead strategic planning, and ensure compliance with regulatory standards. You will analyze complex financial scenarios, evaluate specialist financial products, and collaborate with Planners to provide expert recommendations. Building and maintaining strong relationships with Planners and stakeholders is essential. You will present complex financial concepts and contribute to the development of the financial planning function through strategic input and guidance. The role requires exceptional technical knowledge and the ability to mentor junior team members.
Your main duties include research and report writing, with a requirement for competence in suitability report writing and experience in producing reports on various products and services.
Key tasks include:
* Preparing quality, technically accurate suitability reports.
* Conducting fund research using Defaqto and FE Analytics.
* Maintaining the client back-office system (iO).
* Staying updated on legislative changes.
* Collaborating with financial Planners and administrators to ensure high standards of advice and service.
* Producing relevant paperwork such as quotations, illustrations, and valuations.
* Handling queries from clients, Planners, or colleagues promptly and effectively.
* Providing professional customer service via telephone, email, and face-to-face when required.
* Possessing expert knowledge in estate planning, retirement planning, tax, and investments.
* Overseeing the quality and accuracy of junior team members’ work to ensure regulatory compliance.
* Building and maintaining relationships with Planners and stakeholders.
* Presenting complex financial concepts effectively and mentoring junior staff.
Qualifications and experience needed:
* Expertise in retirement planning, tax, and investment analysis.
* Experience within an IFA/Financial Planning firm.
* Experience with IO back-office software.
* Strong report writing skills.
* Experience in conducting research and producing reports across advice areas including estate planning, retirement, and investments.
* Good knowledge of IO database is preferred.
* Proficiency in Microsoft Word, Excel, and PowerPoint.
* Experience with Defaqto and FE Analytics is preferred.
We welcome applications from candidates who may not possess all attributes listed but are competent in most areas and eager to develop additional skills with our support.
Benefits include:
* A flexible selection of employee benefits tailored to your needs.
* A collaborative, supportive work environment encouraging ideas and innovation.
* On-site mental health and wellbeing support.
* Opportunities for personal and professional development, including mentoring and access to our learning portal, Aspire.
* Regular social activities, three days paid volunteering leave annually, and a birthday leave.
* Hybrid working with two in-office days per week.
* Flexible working hours between 7 am and 7 pm.
Please note, we recruit on a rolling basis, so early applications are encouraged to avoid disappointment.
About Us
With over 100 years of experience, we are dedicated to building better futures for our people, clients, communities, and the environment.
We thrive on solving complex problems with diverse teams and promote an inclusive culture that values different backgrounds and perspectives. Our independence fosters a collaborative, innovative environment where ideas are welcomed.
Our services include pensions, investments, benefits, risk consulting, data, and technology solutions, supported by over 1000 employees. We are proud of our industry recognition and awards.
We are committed to developing our staff and supporting career growth. We welcome applications from all backgrounds, including age, disability, ethnicity, gender, neurodiversity, religion, sexual orientation, and socio-economic status.
Our hybrid working model combines home and office work, providing flexibility to meet individual needs. More about our careers can be found here.
If you require any accommodations during the application process due to personal or medical reasons, please inform us.
Join us to make this your best job ever.
We Offer
Our culture is built on our four values: friendly, confident, partnering, and straightforward. We genuinely care about our people, clients, community, and environment.
Job satisfaction comes from making a difference—helping clients secure their financial futures, participating in volunteering, and reducing our carbon footprint.
We offer competitive salaries, profit sharing, and an award-winning benefits package. We prioritize your mental, physical, social, and financial wellbeing both in and outside of work.
Flexible working arrangements support a healthy work-life balance.
We utilize the latest technology and software to provide innovative solutions that simplify life for our team and clients.
Numerous learning opportunities empower you to shape your own career path.
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