Paraplanner Work, Jobs in Glasgow (with Salaries)

Paraplanner
RGH‑Global Limited —Glasgow
- £35,000 - £50,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
5d
Senior Paraplanner
RGH‑Global Limited —Glasgow
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Senior IFA Administrator
Foster Denovo —Glasgow
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
Paraplanner
Glasgow Wealth Ltd —Glasgow
- Tax experience

More jobs to discover

Find similar jobs that you might be interested in.

Senior Paraplanner
RGH‑Global Limited —Glasgow
Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.
£45,000 - £60,000 a year
Senior IFA Administrator
Foster Denovo —Glasgow
Previous experience working in a busy administrative role within an advisory environment. Experience in dealing with high net worth clients.

I want to receive the latest job alerts for paraplanner in glasgow

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

paraplanner jobs near glasgow

Customer Experience Specialist jobs in Glasgow

Senior Procurement Manager jobs in London

Senior Paraplanner jobs in London Ec2v

Senior Paraplanner jobs in London

Senior Paraplanner jobs in Fleet

Senior Part Time jobs in Kingston Upon Hull

Senior Paraplanner jobs in Essex

Customer Service jobs in London Heathrow Airport

Sainsburys Customer Service Assistant jobs in London

Customer Experience Specialist jobs in Liverpool

Customer Experience Specialist jobs in Dartford

Remote Customer Service jobs in Luton Lu4

Paraplanner jobs in Wolverhampton

Paraplanner jobs in Poole Bh15

Paraplanner jobs in Milton Keynes

Paraplanner jobs in South West Region

Paraplanner

RGH‑Global Limited
Glasgow

Apply Now

Job details

Permanent | Full-time
£35,000 - £50,000 a year
5 days ago

Qualifications

CRM software
Financial planning
Report writing
Organisational skills
Communication skills

Full job description

Paraplanner

Company Overview

An established independent financial advisory and investment firm based in Glasgow provides advice across areas including pension planning, investments, and wealth management for private individuals, businesses, and charitable organisations. The firm operates on a transparent, fee-based advice model and places strong emphasis on long-term client relationships, technical excellence, and personalised service. Clients are reviewed regularly to ensure financial plans remain aligned with their goals and changing circumstances.

Role Overview

This is a full-time, office-based Paraplanner role located in Glasgow. The Paraplanner will work closely with Financial Advisers, providing technical support through research, analysis, and the preparation of high-quality client documentation.

The role involves supporting the financial planning process from initial research through to the production of client recommendations. You will be responsible for ensuring reports are accurate, compliant, and clearly presented, while maintaining up-to-date records in line with regulatory standards. Strong attention to detail and the ability to collaborate effectively within a team are essential.

Key Responsibilities

Prepare client reports and suitability documentation to support adviser recommendations
Conduct detailed financial and investment research
Analyse client portfolios and financial data to ensure strategies align with client objectives
Support financial planning activity across pensions, investments, and broader wealth planning
Ensure all documentation meets regulatory and compliance requirements
Maintain accurate and up-to-date client records
Use financial planning tools, platforms, and CRM systems to support adviser workflows

Skills and Qualifications

Strong understanding of financial planning and core finance principles
Ability to analyse financial data and market trends
Knowledge of investments and portfolio construction
High-quality report writing skills, with the ability to explain complex concepts clearly
Diploma in Financial Planning (or equivalent), or working towards Chartered status
Excellent organisational and communication skills
Experience using financial planning software or CRM systems is advantageous

Apply Now

Refine Your Search

paraplanner jobs in glasgow

Paraplanner

Senior Paraplanner

Senior IFA Administrator

Paraplanner

More jobs to discover

I want to receive the latest job alerts for paraplanner in glasgow

Explore jobs in more locations

Paraplanner

Company Overview

Role Overview

Key Responsibilities

Skills and Qualifications

Jobseeker tools

Employer Tools

Browse

Stay Connected