Senior Paraplanner – Flexible Wealth Planning & Reports

Job Description

A leading investment advisory firm in Glasgow is looking for a Paraplanner to develop personalized financial planning strategies for high-net-worth clients. This role requires diploma-level qualifications, full paraplanning experience, and expertise in report writing. You will enjoy flexible working arrangements and the opportunity for career growth within a supportive team environment. The firm emphasizes an inclusive culture, striving for diverse representation at all levels.