Paraplanning Team Leader

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Lusona Financial Services are working exclusively with a prestigious firm of chartered financial planners, with an office in Glasgow. They have gone through a recent growth phase and in turn, they are now looking for a Paraplanning Team Leader.

The business provides a sophsticated financial planning service to high net worth individuals, families, and businesses across Scotland. They pride themselves on their status as independent financial advisers and on being able to offer bespoke financial solutions to their clients.

As the Paraplanning Team Leader, you will oversee a team of experienced paraplanners.  You will work as part of a close-knit team of financial advisers, paraplanners and IFA support consultants. You will also be involved in performing research and analysis of financial products, producing suitability reports, and performing complex tax calculations related to IHT & CGT.

As an employer, the company has a strong track record of training and developing staff. The training and development allows people to either grow within their existing role or to train into new positions within the organisation. You will be rewarded financially as they become more technically proficient and the more highly qualified they become. This is a fantastic opportunity to join a highly regarded firm with an extremely low staff turnover.

It is essential that you have experience working as a senior paraplanner/paraplanning manager within a financial advice, wealth management or financial planning business. You must also be working through your professional exams, ideally having achieved your level 4 Certificate in Paraplanning or equivalent qualification via the CII, CISI or LIBF.


A salary of up to  £60K has been budgeted for this role, beyond which there is a company bonus scheme and excellent benefits.


For further details, please contact Laura Randall via or call 07852 871 115.

18 January 2022
Financial Services
Paraplanner (Private Client)
0141 530 4333