Senior Paraplanner in Stirling

Gregor Davidson Wealth Management is a trusted financial advisory firm based in Stirling, dedicated to helping individuals, families, and business owners achieve their financial goals. The team provides tailored financial planning and advice focused on wealth creation, investment planning, retirement, pensions, tax‑efficient strategies, and business owner financial planning. With a commitment to providing clarity, control, and confidence in financial decision‑making, Gregor Davidson Wealth Management supports clients in securing and managing their financial future. The firm’s personalized approach ensures you can focus on what matters most while navigating the complexities of financial planning.

Company Description

Gregor Davidson Wealth Management is a trusted financial advisory firm based in Stirling, dedicated to helping individuals, families, and business owners achieve their financial goals. The team provides tailored financial planning and advice focused on wealth creation, investment planning, retirement, pensions, tax‑efficient strategies, and business owner financial planning. With a commitment to providing clarity, control, and confidence in financial decision‑making, Gregor Davidson Wealth Management supports clients in securing and managing their financial future. The firm’s personalized approach ensures you can focus on what matters most while navigating the complexities of financial planning.

Role Description

We are seeking a Senior Paraplanner for a full‑time, on‑site position based in Stirling. The role involves preparing accurate financial plans, conducting detailed research, analyzing client portfolios, and providing technical support to financial advisors. The Senior Paraplanner will assist in creating and reviewing investment portfolios, compiling comprehensive client reports, and ensuring compliance with regulatory standards. Collaboration with the advisory team, maintaining client relationships, and providing high‑level support to drive financial planning excellence will be key responsibilities.

Qualifications

• Strong expertise in Financial Planning and Investments
• Advanced Analytical Skills and competence in Finance
• Proficiency in Report Writing and the ability to communicate complex financial concepts effectively
• Attention to detail, organizational skills, and the ability to work collaboratively within a team
• Experience or qualifications in the financial planning or wealth management industry, such as Diploma in Financial Planning (DipPFS) or equivalent
• Knowledge of regulatory requirements and best practices in financial planning