Paraplanner Client-Focused Financial Planning
Job in
Glasgow, Glasgow City Area, G1, Scotland, UK
Listed on 2026-06-01
Listing for:
OpCo Lloyds Wealth Management Limited
Part Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Services, Financial Consultant, Accounting & Finance
Job Description & How to Apply Below
OpCo Lloyds Wealth Management Limited is searching for a Paraplanner to join their team in the United Kingdom. The successful candidate will help produce financial reports and assist financial advisers in building client relationships. The role offers flexibility in working patterns and comes with an attractive benefits package including private medical insurance and a bonus opportunity.
The ideal candidate must possess a Level 4 Diploma in financial planning and have solid paraplanning experience. They should demonstrate strong technical knowledge across pensions and investments, and be committed to regulatory compliance.
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