Financial advisory occupations Work, Jobs in Drumchapel, Glg (with Salaries)

Senior Paraplanner
RGH‑Global Limited —Glasgow
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Financial Adviser
Foster Denovo —Glasgow
- Full-time
- Employee discount
Senior IFA Administrator
Foster Denovo —Glasgow
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Executive Assistant/Financial Services Administrator
AFS Financial Partners Ltd —Irvine
- £27,000 - £30,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee discount
Quick apply
1d
Associate Wealth Planner
RGH‑Global Limited —Glasgow
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
1d
Paraplanner
RGH‑Global Limited —Glasgow
- £35,000 - £50,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
1d
Pension Administrator
Aptia Group —Glasgow
- Full-time
- Microsoft Office
- IT
Senior Pension Administrator
Aptia Group —Glasgow
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Digital Support Apprentice
QA Apprenticeships —Glasgow
- £20,000 - £21,000 a year
- Full-time
- Microsoft Outlook
- Communication skills
Wealth Manager - Wealth Management
Barclays —Glasgow
Client Relationship Support
AAB —Glasgow
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Wealth Management Administrator
RGH‑Global Limited —Glasgow
- £24,000 - £28,000 a year
- Communication skills
1d
IFA Administrator
RGH‑Global Limited —Glasgow
- £25,000 - £30,000 a year
- Full-time
- Financial services
- Communication skills
Paraplanner
Glasgow Wealth Ltd —Glasgow
- Tax experience
Senior Onboarding Calculations Consultant
LegalAndGeneral —Glasgow
- Full-time
- Hybrid work
- Mentoring
- Leadership
- Communication skills
- Employee discount
Quick apply
Financial Planning Consultant
Glasgow Wealth Ltd —Glasgow
Senior Onboarding Calculations Consultant
Legal & General Investment Management —Glasgow
- Hybrid work
- Mentoring
- Leadership
- Communication skills
- Employee discount

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Treasury Operations Analyst
Nucleus Financial —Glasgow
Deliver and support control design, testing, and attestation activities, validating control effectiveness, challenging where appropriate, and driving…
£30,000 a year
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5d
Money Adviser (Benefits and Debt)
GEMAP Scotland —Stepps
We are looking for someone with experience delivering advice who can *hit the ground running*, with strong knowledge of welfare rights and money advice…
Up to £30,152.88 a year
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financial advisory occupations jobs near drumchapel, glg

Senior Paraplanner

RGH‑Global Limited
Glasgow

Apply Now

Job details

Permanent | Full-time
£45,000 - £60,000 a year

Qualifications

Financial planning
Communication skills

Full job description

Senior Paraplanner

Location: Glasgow (hybrid working available)

Salary: £45,000-£60,000

Overview

An experienced Paraplanner is required to support Financial Planners in delivering high-quality, holistic advice to clients. This role involves technical research, report writing, and contributing to positive client outcomes, with a focus on more complex cases.

Key Responsibilities

Conduct research across pensions, investments, protection, and tax planning
Prepare suitability reports and client documentation to a high standard
Produce cashflow modelling and financial calculations
Support Financial Planners in developing suitable client recommendations
Ensure all work is compliant, clear, and client-focused
Identify additional planning opportunities where appropriate

Team & Development

Provide guidance and support to junior team members
Share knowledge and contribute to a collaborative team environment
Maintain and develop technical knowledge through ongoing learning
Support improvements to processes and report templates

Skills & Experience

Proven paraplanning experience within financial planning/wealth management
Strong knowledge of financial planning products and advice areas
Level 4 Diploma (or equivalent) required
Progression towards Chartered status desirable
Strong attention to detail, organisation, and communication skills
Experience with cashflow modelling and back-office systems preferred

Additional Information

No direct line management, but mentoring of junior staff expected
Opportunity to work on complex cases and develop technical expertise

Apply Now

Refine Your Search

financial advisory occupations jobs in drumchapel, glg

Senior Paraplanner

Financial Adviser

Senior IFA Administrator

Executive Assistant/Financial Services Administrator

Associate Wealth Planner

Paraplanner

Pension Administrator

Senior Pension Administrator

Digital Support Apprentice

Wealth Manager - Wealth Management

Client Relationship Support

Wealth Management Administrator

IFA Administrator

Paraplanner

Senior Onboarding Calculations Consultant

Financial Planning Consultant

Senior Onboarding Calculations Consultant

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