Average salary: £39,550 /yearly
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- £33k - £43k per annumEstimated...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...SuggestedLong-term contractFull-timeHybrid working
RGH-Global Limited
Glasgow8 days ago £50k - £55k per annum
...Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work...SuggestedPermanentOn-site£45k per annum
...Overview An established and growing independent financial planning firm is seeking an experienced Paraplanner to join its team. This is an excellent opportunity for a technically strong individual who enjoys working closely with advisers and producing high-quality, compliant...SuggestedPermanentHybrid working- £50k - £64k per annumEstimatedJob Description: We are working on a fantastic opportunity for a Paraplanner to join at an investment management firm in Edinburgh. In this role, you will work closely with advisers across the business with complex advise cases and support the wider support team with technical...SuggestedRelief staff
£45k - £50k per annum
Our client, is a highly reputable Wealth Managers based in Edinburgh. They provide holistic financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The job holder will be dealing with research, report writing...SuggestedPermanent£35k per annum
...strong focus on client outcomes, collaboration and professional excellence. Due to continued growth, we are seeking an experienced Paraplanner to join our Advice team. The Role This is a full-time opportunity for an experienced Paraplanner to play a key role within...SuggestedPermanentFull-timeHybrid workingOn-siteWork from homeMonday to ThursdayMonday to Friday5 days/week- £29k - £38k per annumEstimated...My client is currently looking for an experienced Paraplanner to join their business - can be based in Edinburgh or Glasgow office THE ROLE Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions...SuggestedRemote jobHybrid workingOn-siteWork from homeFlexible hours
£45k - £55k per annum
...aligned with client objectives Documentation - maintain accurate and compliant client records and files Essential: Diploma Paraplanner Experience with iO, Excel and financial planning tools Excellent communication (verbal & written) Strong team player with...SuggestedRemote jobLong-term contractWork from homeFlexible hours£45k per annum
...Paraplanner Glasgow Up to £45,000 Hybrid Working ------------------------------------------------------ We’re working with a national financial advice and wealth management firm looking to bring on an experienced Paraplanner to support their growing adviser team...SuggestedPermanentHybrid workingOn-siteRemoteFlexible hours£40k - £45k per annum
...The Paraplanner will provide support to the financial adviser, completing analysis and research and preparing recommendations. The Paraplanner assists in providing full holistic financial advice to the client. Responsibilities: Preparing the fund switch report Assist...SuggestedRemote jobTraineeshipWork from homeFlexible hours£38k - £42k per annum
...provide technical assistance relevant to any new business or servicing of existing clients. Assist in the training and mentoring of paraplanners and graduates. Liaise with third party stakeholders such as accountants, lawyers, and service providers where relevant to...SuggestedPermanentRelief staff£28k - £50k per annum
...We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow. This firm have an amazing reputation and are not owned by a consolidator. As a Paraplanner your main responsibilities will be to provide technical...SuggestedPermanentOn-siteFlexible hours- £50k - £67k per annumEstimated...Description: Core-Asset Consulting is working with a leading UK wealth management and financial planning firm to appoint an experienced Paraplanner to join a growing and collaborative team in Edinburgh. The Paraplanner will provide high-quality technical and paraplanning...SuggestedPermanent
£40k - £50k per annum
...Idex consulting are exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following Obtain illustrations, related documentation and forms to support suitability reports...SuggestedPermanentOn-site£45k per annum
...Recruitment are delighted to be working in partnership with a highly reputable wealth management company who are looking to appoint a Senior Paraplanner to join them on a full time, permanent basis. Located within their beautiful Edinburgh City Centre offices, this is an...SuggestedPermanentFull-timeImmediate startMonday to FridayFlexible hours£40k - £50k per annum
...An exciting opportunity for an Wealth Paraplanner to join a well-known IFA Practice in Edinburgh. You will support Wealth Managers by producing high-quality financial plans, suitability reports, and recommendations across investments, pensions, protection, and tax planning...Permanent£45k - £55k per annum
...with offices in Glasgow. Due to growth and success over the last year, they are now looking to bolster the team by adding another paraplanner. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a...Permanent- £22k - £27k per annumEstimated...and Channel Islands. Were a FTSE 250 company with national reach and a local feel and were growing. *As of June 2025 Role Title: Paraplanner- Financial Planning Division: Rathbones Financial Planning Location: Edinburgh Contract: Permanent Working pattern:...PermanentTraineeshipHybrid workingImmediate startFlexible hours
- £32k - £41k per annumEstimated...What will you be doing We are seeking a skilled and detail-oriented Paraplanner to join our team in Edinburgh. As a crucial member of our financial planning department you will provide essential support to our Senior Advisors and ensure a positive experience for our...Full-timeHybrid workingRemote
£45k - £52k per annum
...My Client is currently looking for an experienced Paraplanner to join their business in Glasgow THE ROLE ~ To prepare written advice and provide technical research services to a team of Advisors and partners ~ To ensure that the preparation of advice for clients...Permanent£35k - £42k per annum
...Known for their client-first approach and professional excellence, they are looking for a motivated individual to join as a Trainee Paraplanner. This isn't just a job; it's a structured career path. They will provide the mentorship, resources, and financial support you...PermanentTraineeshipOn-site£50k - £60k per annum
...Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm are offering the opportunity to work flexibly going forward and so you may...PermanentOn-site£25k - £35k per annum
...A really exciting opportunity has arisen for a Trainee Paraplanner within this exciting large IFA business based in Edinburgh. You must have some experience in the IFA Industry and be working towards your diploma in financial services. The role will involve: Report...PermanentTraineeshipOn-site£25k - £30k per annum
...Produce new business illustrations using either our own or 3rd party software. Prepare information/comparisons for analysis by the Paraplanner and Adviser. This will cover the use of Pulse IMAGO Iress and other financial planning software. Request and obtain...Long-term contractFlexible hours- £41k - £54k per annumEstimatedFinance Central Management Projects BA Associate We're seeking someone to join our Finance Central Management Projects team as an Associate in the COO Office to support delivery across a portfolio of projects including Regulatory Capital, Leverage and Reporting, Financial...Full-timeOn-siteFlexible hours
- Register Your Interest - Finance Graduate Trainee Programme Why Finance? In Finance, we tie together all the financial activity across the bank through analysis, insight and reporting. It’s our job to manage the bank’s balance sheet, report on our financial performance...Long-term contractTraineeshipInternshipImmediate startFlexible hours
- £49k - £65k per annumEstimatedJob Description: We are working with a well-established financial services firm to appoint a Financial Adviser to join a centralised advice function. This is a hybrid role offering flexibility alongside the opportunity to deliver high-quality, compliant financial advice to ...Long-term contractHybrid working
- £51k - £68k per annumEstimatedSenior Financial Planner / Glasgow / Permanent / Competitive reward structure / hybrid working Due to continued growth, our client is seeking a Glasgow-based senior financial planner to assist with developing its award-winning wealth offering further and inherit a client...PermanentFull-timeHybrid working
£40k - £60k per annum
We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position...PermanentHybrid working£70k - £90k per annum
A fantastic opportunity has arisen for a number Financial Planner's to join this desirable and successful personal wealth team. We are looking for candidates who are driven by a desire to deliver good outcomes for clients. As a new team that will continue to develop and ...PermanentOn-siteFlexible hours
