Paraplanner

KPW Investments LLP.; Glasgow; On-site; GBP 30,000 - 45,000; Full time

Job summary

A financial advisory firm based in Glasgow is looking for a full-time Paraplanner. In this role, you will assist financial advisers by preparing client reports, conducting comprehensive financial research, and analyzing client portfolios to align strategies with financial goals. The ideal candidate should have proficiency in financial planning, strong analytical skills, and excellent report-writing capabilities. Relevant qualifications such as a Diploma in Financial Planning are essential. This position offers an opportunity to work closely in a team environment and ensure compliance with industry standards.

Qualifications

• Proficiency in Financial Planning and a strong understanding of Finance principles.
• Analytical skills for interpreting financial data and market trends.
• Strong report-writing skills and ability to present complex financial concepts clearly.

Responsibilities

• Assist financial advisers by preparing client reports.
• Conduct detailed financial research, and analyze client portfolios.
• Ensure strategies align with clients' financial goals.

Skills

Financial Planning

Analytical skills

Investments knowledge

Report-writing skills

Organizational skills

Education

Diploma in Financial Planning

Tools

Financial software

CRM platforms

Job description

KPW Investments is an independent financial advisory and stockbroking firm based in Glasgow. We specialize in defined benefit (DB) pension planning, wealth management solutions for individuals, corporate clients, and charities. We are dedicated to providing transparent, fee-based advice to help clients achieve their long‑term financial goals. Our experienced team delivers outstanding results through a combination of professional expertise and personalised service, meeting regularly with clients to ensure their financial plans stay on track.

Role Description

This is a full‑time, on‑site role based in Glasgow for a Paraplanner. The Paraplanner will assist financial advisers by preparing client reports, conducting detailed financial research, and analysing client portfolios to ensure strategies align with their financial goals. Responsibilities include financial planning support, creating client recommendations, maintaining compliance with industry standards, and ensuring all documentation is accurate and up‑to‑date. The role demands attention to detail and the ability to effectively work in a team environment.

Qualifications

• Proficiency in Financial Planning and a strong understanding of Finance principles
• Analytical skills for interpreting financial data and market trends
• Knowledge of Investments and portfolio management techniques
• Strong report‑writing skills and ability to present complex financial concepts clearly
• Relevant qualifications such as a Diploma in Financial Planning or progress towards Chartered Financial Planner status
• Excellent organisational and communication skills
• Proficiency in financial software or CRM platforms is an advantage