Paraplanner

Location: Northamptonshire

Paraplanner Opportunity in Glasgow Competitive Salary | Hybrid Working - 1 Day Office Based Are you a technical Paraplanner looking to join a forward-thinking wealth management firm? We're seeking an experienced Paraplanner to support our clients Financial Advisers by delivering high-quality research, report writing, and technical planning solutions. You'll play a key role in analysing products and providers, producing suitability reports, and supporting complex cases including pension transfers, retirement planning, and inheritance tax planning .

What you'll be doing:
Conducting in-depth product and provider research Preparing suitability reports and client recommendations Supporting advisers with complex financial planning cases Liaising with clients and maintaining accurate records Contributing to process improvements and team development Keeping up to date with industry regulations and technical knowledge

What we're looking for:

Previous Paraplanning experience within Financial Services Strong technical knowledge across pensions, investments and protection

Experience with complex retirement and IHT planning cases Excellent report writing and analytical skills Organised, detail-oriented and client-focused approach Why join this team? Join a collaborative and supportive team where your expertise is valued, your development is encouraged, and you'll have the opportunity to make a real impact on client outcomes. On offer Competitive salary DOE Hybrid working: 4 days working from home 28 days holiday  Bank Holidays Benefits include, Pension, Death in Service, Life Assurance and PMI Supportive team culture with opportunities for growth and development Study support towards professional qualifications Be part of a company that values your input and encourages innovation Interested?

Apply today to take the next step in your Paraplanning career. For a confidential chat, contact Pauline Low at Reed on .