Junior Paraplanner IFA Practice Glasgow £45,000 + Benefits Location: Glasgow Office-Based (Monday to Friday)
Salary: £45,000 + Excellent Benefits
Experience: Minimum 2 years paraplanning or technical financial planning support
Qualifications: Not essential full funding and study support provided
Join a Growing IFA Firm and Take Your Career to the Next Level Were looking for a Junior Paraplanner to join a respected, independent financial planning business in Glasgow.
This is a great opportunity to work closely with experienced advisers, build your technical skills, and progress your career in a collaborative, professional environment.
If you enjoy turning complex financial data into clear client advice and want a role where your expertise is valued this could be the perfect fit.
What Youll Be Doing Supporting financial advisers in preparing tailored financial plans and investment strategies
Conducting in-depth research on pensions, investments, protection, and tax planning
Producing clear, compliant client reports and suitability letters
Preparing presentation packs for client meetings
Managing follow-up actions and maintaining accurate client records
Collaborating with paraplanners and advisers to deliver a seamless client experience
What Were Looking For At least 2 years paraplanning or technical support experience within financial planning/wealth management, this maybe as you are currently a administrator as well at an IFA and now looking for the next step.
Strong research, report writing, and attention to detail
Comfortable using financial planning software and platforms
A proactive, team-focused mindset
Qualifications are not required well fully fund and support your CII/DipPFS
Why Join Us? Competitive salary: £45,000 per annum
Full study support for professional qualifications
Private medical insurance
Company pension & life insurance
Additional annual leave + wellbeing programme
Free on-site parking
Mentoring & career development
Inclusive, supportive team culture
How to Apply If youre an Junior Paraplanner ready for your next challenge, click Apply Now and send your CV.
For an informal, confidential chat before applying, contact us directly wed be happy to talk through the role in more detail.
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