Paraplanner / Trainee Paraplanner

Location: Glasgow (Hybrid – initially office-based)
​Salary: Up to £35,000 + Company Benefits

Are you an Administrator already doing paraplanning work but not getting the recognition? Or a Paraplanner who wants more support, development and a clearer path forward? This is a genuine opportunity to step into — or progress within — paraplanning in a well- established, highly respected IFA business in Glasgow.

The Opportunity
You’ll be joining a busy, client-focused firm with a strong reputation across pensions, investments and protection. If you’re coming from an admin background, you’ll be supported and developed into a full paraplanning role.​ If you’re already experienced, you’ll be given the autonomy and trust to focus on higher-value work. Initially, you’ll spend more time in the office to get fully embedded in the team, systems and processes — before moving into a more flexible hybrid setup.

What You’ll Be Doing

• Supporting Financial Advisers with research and report writing

• Preparing suitability reports and recommendations

• Conducting product and fund research across the market

• Assisting with client reviews and ongoing servicing

• Liaising with providers, advisers and internal teams

What We’re Looking For
This opportunity would suit someone currently working as a:

• Experience within financial services (pensions, investments or protection)

• Either:

  - An experienced Administrator ready to step up into paraplanning

  - OR an existing Paraplanner

• Level 4 Diploma (or working towards / very close to completion)

• Strong attention to detail and organisational skills
  

What’s On Offer

• Salary up to £35,000 depending on experience

• Clear progression into/within paraplanning

• Full support with further exams and development

• Established client bank and experienced advisers to support

• Company benefits package

• A stable, growing IFA firm where you’ll be valued