Paraplanner – Research, Analysis & Client Advice

Job Description

Chase de Vere in Glasgow is seeking an experienced paraplanner to join our growing team. You will conduct research on client financial planning arrangements, prepare recommendations, and produce detailed suitability reports while supporting advisers and client service teams.

We expect at least 2 years in a paraplanning role, with Level 4 Diploma in Regulated Financial Planning or progress towards it. The role offers a competitive salary, study leave, and a supportive, growth oriented culture.