Paraplanner Opportunity - Join Our Clients Established Team in Glasgow!

Are you a skilled Paraplanner with a passion for providing first-rate technical support? Look no further! We’re seeking an experienced professional to become a key part of our client’s established team.

Key Responsibilities:

• Drafting Suitability Reports: Craft clear and concise reports and letters to support advisers
• Technical Expertise: Prepare product summaries and research technical information for inclusion in suitability reports
• Client Portfolio Review: Analyse client portfolios and records, ensuring they’re well-prepared for meetings
• Meeting Support: Attend client meetings, take minutes, and summarise action points
• Product Research: Source illustrations and literature from product providers
• Client Queries: Address client queries (non-advisory) promptly and professionally
• Efficient Operations: Assist in office tasks and maintain client confidentiality

You will be experienced in the following:

• Good background as a Paraplanner with strong technical skill set
• Level 4 or Level 6 Diploma in Financial Planning, or actively working towards these qualifications
• Analytical mindset and high attention to detail
• Team Player with a can-do attitude

On Offer:

• Highly competitive salary DOE
• 35 days annual leave
• Collaborative and supportive team environment
• Study support and career opportunities
• 8% employers pension contribution
• Comprehensive benefits package including PHI

If you are looking for a rewarding career in the financial services and you’re ready to make an impact, submit your CV or contact Pauline Low at Reed on

I look forward to hearing from you!