PARAPLANNER – CENTRAL SCOTLAND – company name – Glasgow

company name

AMG Search is currently looking for a Paraplanner to join a major Wealth Management business.

  • As a Paraplanner you will be an integral member of the high calibre financial planning team and provide full para-planning support to the Wealth Advisers
  • Preparation of all necessary documentation & information for recommendations to be delivered to clients
  • Assist with research and surveys
  • Delivery of high quality reports in a timely manner to high net worth clients.
  • Advice is across pensions, investments, protection, taxation planning & trusts
  • The Paraplanner is a very important role and it  will support the Financial Planning team to enable the achievement of their business objectives and growth targets
  • Excellent office facilities and prime location.


To be considered for this outstanding Paraplanner opportunity, you will need the following skills and experience:


  • Minimum Level 4 Diploma/Dip PFS and a desire to develop to Chartered status
  • Presently in a Paraplanner role and with 3 years+ experience in Financial Services
  • Communication  – written, verbal, presentations
  • Understanding of regulations and compliance and of the financial planning process
  • Technical skills across pensions, investments, taxation, trusts
  • Experience in technical research, report writing and recommendations
  • Organisation and prioritising work/meeting deadlines


Our client is the UK’s leading integrated wealth management and professional services group with £56bn AUM and over 260 financial planners and 280 investment managers supporting clients from a network of 55+ offices across the UK. 

  • It specialises in financial planning and investment management advice for high-net-worth private individuals.
  • Servicing over 100,000 HNW clients.
  • It has a huge lead generating machine and it offers excellent business development and mentoring support.


This is a unique opportunity to take a major step forward with your career and join this world class organisation.  Apply today.




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