Paraplanner - Glasgow - Basic salary to £45,000, flex benefits and pension
Paraplanner - Glasgow - Basic salary to £45,000, flex benefits and pension

Paraplanner - Glasgow - Basic salary to £45,000, flex benefits and pension

Glasgow Full-Time 36000 - 54000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial advisers by providing research, analysis, and preparing suitability reports.
  • Company: Join a national IFA firm with a strong presence across the UK.
  • Benefits: Enjoy a competitive salary, flexible benefits, pension, and support for further qualifications.
  • Why this job: Gain valuable experience in financial planning with opportunities for career progression and mentorship.
  • Qualifications: Must have paraplanning experience and be CII Level 4 Diploma qualified.
  • Other info: Hybrid working model with 1-2 days in the office.

The predicted salary is between 36000 - 54000 £ per year.

Job Description

Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Glasgow office (hybrid working 1-2 days in the office).

Working as a paraplanner you will work closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.

You will be responsible for providing research, analysis (including cashflow modelling analysis), technical support to advisers, and preparing suitability reports.

This firm will support you with both technical qualifications (pay for exams and study material and salary increases for each AF passed). They have a thorough induction process and after joining you will have a mentor to ensure you get up and running effectively. Longer term career progression possible in a variety of roles within the firm.

You must have paraplanning experience, be CII Level 4 Diploma qualified and ideally be studying or be keen to study further qualifications.

Basic salary up to £45,000, flex benefits and pension.

Paraplanner - Glasgow - Basic salary to £45,000, flex benefits and pension employer: MI Search Ltd

Join a leading national IFA firm in Glasgow, where you will thrive in a supportive and dynamic work environment that prioritises employee development and career progression. With a competitive salary of up to £45,000, flexible benefits, and a commitment to funding your professional qualifications, this company fosters a culture of growth and mentorship, ensuring you are well-equipped to provide exceptional financial planning solutions to high-net-worth clients.
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Contact Detail:

MI Search Ltd Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Paraplanner - Glasgow - Basic salary to £45,000, flex benefits and pension

Tip Number 1

Network with professionals in the financial services industry, especially those who are already working as paraplanners or financial advisers. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the role.

Tip Number 2

Familiarise yourself with the latest financial planning software and tools that are commonly used in the industry. Being proficient in these can set you apart from other candidates and show your commitment to staying current in your field.

Tip Number 3

Prepare to discuss your previous paraplanning experience in detail during interviews. Be ready to share specific examples of how you've supported advisers and contributed to client solutions, as this will demonstrate your capability and fit for the role.

Tip Number 4

Research the company culture and values of the firm you're applying to. Tailor your conversations and questions during the interview to reflect your understanding of their ethos, which can help you stand out as a candidate who aligns well with their team.

We think you need these skills to ace Paraplanner - Glasgow - Basic salary to £45,000, flex benefits and pension

Paraplanning Experience
CII Level 4 Diploma Qualification
Cashflow Modelling Analysis
Research Skills
Technical Support Skills
Suitability Report Preparation
Holistic Financial Planning
Attention to Detail
Communication Skills
Client Relationship Management
Analytical Skills
Problem-Solving Skills
Time Management
Adaptability
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your paraplanning experience and relevant qualifications, such as the CII Level 4 Diploma. Use specific examples of your work with HNW clients and any technical support you've provided to advisers.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your understanding of holistic financial planning and how your skills align with the responsibilities outlined in the job description.

Showcase Relevant Skills: Emphasise your research and analytical skills, particularly in cashflow modelling analysis. Provide examples of how you've successfully supported advisers in the past and prepared suitability reports.

Highlight Continuous Learning: Mention your commitment to professional development, especially if you are currently studying for further qualifications. This shows your dedication to growth within the industry and aligns with the company's support for ongoing education.

How to prepare for a job interview at MI Search Ltd

Showcase Your Paraplanning Experience

Make sure to highlight your previous paraplanning roles and the specific tasks you undertook. Discuss any experience you have with cashflow modelling and preparing suitability reports, as these are key aspects of the job.

Demonstrate Your Technical Knowledge

Be prepared to discuss your understanding of financial planning concepts and regulations. Since the firm values technical qualifications, mention any relevant certifications you hold and your willingness to pursue further qualifications.

Ask Insightful Questions

Prepare thoughtful questions about the firm's approach to client management and the support they provide for professional development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.

Emphasise Team Collaboration

Since you'll be working closely with independent financial advisers, share examples of how you've successfully collaborated with others in the past. Highlight your communication skills and ability to work in a team environment.

Paraplanner - Glasgow - Basic salary to £45,000, flex benefits and pension
MI Search Ltd

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  • Paraplanner - Glasgow - Basic salary to £45,000, flex benefits and pension

    Glasgow
    Full-Time
    36000 - 54000 £ / year (est.)

    Application deadline: 2027-08-13

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    MI Search Ltd

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