Associate Paraplanner – Financial Planning Support

About the role

We are seeking an Associate Paraplanner to support our Financial Advisers in Glasgow. This position offers a clear pathway to become a fully qualified Paraplanner, with hands‑on experience in suitability reporting and client analysis.

Key responsibilities

• Prepare suitability and recommendation reports for clients.
• Research pensions, investments and protection products.
• Analyse client circumstances, objectives and risk profiles.
• Perform cash‑flow modelling and basic technical analysis.
• Maintain accurate client records in back‑office systems.
• Support and, as experience grows, challenge adviser recommendations.

Required profile

• GCSEs (or equivalent) including English and Maths.
• Currently studying towards Level 4 Diploma in Financial Planning.
• Experience in an IFA or wealth‑management environment.
• Experience producing client‑facing reports or suitability letters.
• Strong attention to detail and genuine interest in financial planning.

Required skills

What we offer

• Salary up to £40,000 plus bonus.
• Hybrid working – three days in the office, two days remote.
• Structured training and technical mentoring.
• Clear development pathway to a Paraplanner role.
• Generous holiday allowance with holiday trading.
• Employer pension contributions and flexible benefits.