Paraplanner - Renfrew

RECRUITMENTiQ is working in partnership with an established, client-focused financial planning practice based in Johnstone. With more than £194 million funds under management and a loyal client base built on trust and expertise, we provide tailored advice across investments, pensions, protection, and mortgages.

As we continue to grow and a valued team member approaches retirement, we’re looking for a motivated, detail-driven Paraplanner to join our collaborative team and play a key role in shaping the next chapter of our business.

About the Role

You’ll work closely with our IFAs, Paraplanners, and Practice Manager to deliver a high-quality, compliant service to our clients. Your work will directly support our advisers, ensuring every recommendation, report, and client interaction meets our standards.

Key Responsibilities

• Conduct research to identify suitable financial solutions for clients.
• Prepare and maintain accurate client files and documentation.
• Draft detailed, compliant recommendation and suitability reports.
• Prepare client review paperwork and associated documentation.
• Stay current with market, product, and regulatory changes.
• Support process improvements and the development of investment propositions.

About You

You are a Level 4 qualified Paraplanner with proven experience in pensions and investments. You combine analytical thinking with strong communication and a collaborative approach.

Skills & Abilities

• Excellent report writing and analytical skills.
• Confident communication - written and verbal.
• Meticulous attention to detail and effective time management.
• Broad technical and regulatory knowledge of financial services.
• Proactive, curious, and open to continuous learning and CPD.
• Competent in tools such as FE Analytics, Dynamic Planner, and cash-flow modelling software.

What We Offer

• Salary: £37,000 - £45,000 (dependent on experience)
• Mainly remote working, however you'll be required to attend the office during training and for any scheduled meetings.
• 25 days’ holiday plus bank holidays.
• Pension and Death in Service membership.
• A close-knit, supportive team environment where your input is valued.

If you’re an experienced, forward-thinking Paraplanner who wants to make a genuine impact within a respected independent firm, we’d love to hear from you.

If this sounds like the right opportunity for you, apply today and join the team. Please submit your CV and cover letter for consideration.