To apply for the Paraplanner role, we'll require the following:

  • A covering letter, including a note of your existing salary and benefits 
  • A CV which reflects your skills and experience to match the role

Submit your application to: 

McCrea Financial Services is committed to diversity in the workplace. We encourage applications from applicants regardless of gender, sexuality, or disability. 

McCrea Financial Services is a successful firm of Chartered Financial Planners based in Glasgow with clients throughout the UK.

We pride ourselves in providing high quality financial advice to a wide range of clients across all areas of financial planning.

McCreas were one of the first UK firm of Financial Advisers to be awarded ‘Platinum Status’ by Investors in People.

This is an excellent opportunity for an experienced Paraplanner who can join our team and make a valuable contribution to the business and our clients.

We are looking for an experienced and successful individual who is hard working, enthusiastic, confident and articulate.  You will be a team player who is used to working in a very busy and enjoyable office and committed to delivering an excellent service.

You will be responsible for preparing clients reports, carrying out ongoing research into products and Investment funds as well as working with our Paraplanning team to provide a first class service to our clients.

The applicant should be competent across all areas of financial planning (including investments, pensions, protection, retirement options and tax planning) and be prepared to undergo further study/training where appropriate. You should also have a minimum of 5 years’ experience working in Independent Financial Advisers.

You must be diploma qualified or higher. In return we offer an excellent salary package and many additional benefits.  These include Bonus Scheme, Group Pension Scheme, Private Medical Insurance, Income Protection, Critical Illness Cover and Death in Service Benefits as well as McCreas being a great place to work!

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