Employment Type : Full-Time
Idex Consulting have an opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm are offering the opportunity to work flexibly going forward and so you may only be in the office a few times per week. About the role: Develop financial planning strategies in line with the client's needs, goals and objectives. Draft client-centric fina...
Employment Type : Full-Time
An new and exciting opportunity has arisen due to expansion of this busy IFA practice for a senior Paraplanner. If you have inspirations of becoming an adviser you will be able to join the companies Trainee Adviser programme after 1 year. Your role as a senior paraplanner will be: To provide technical and research support to the Advisers and assist the support team and compliance department where necessary Assisting the Financial Advisers in est...
Employment Type : Full-Time
Job Title: Paraplanner Industry: Financial Services Location: Glasgow Salary: Up to 42,000 Reference Number: 9624 Job Description: Paraplanner Recruit UK are working on an excellent opportunity for an experienced Paraplanner in the Glasgow area to join a leading Financial Advice Company. This is an excellent opportunity to work in within a well-established office supporting Financial Advisers, you will assist Financial Advisers in all areas of c...
Employment Type : Full-Time
Exciting Paraplanner Role in Glasgow! Are you a meticulous professional with a passion for financial planning? Our client is seeking an experienced Paraplanner to join their vibrant team in Glasgow! Key Responsibilities: Client File Management: Attend client meetings, ensure all compliance paperwork is in order, and compile financial forecasts Recommendations Preparation: Work alongside financial planners to identify planning opportuni...
Employment Type : Full-Time
Join Our Team as an Experienced Paraplanner in Glasgow! Are you an experienced Paraplanner with a passion for holistic financial planning? Ourt client is a leading provider of independent financial advice, committed to putting clients first. They pride themselves on offering an environment where you can grow at your own pace and direction, unconstrained by industry conventions. Who They’re Looking For: A Paraplanner with 3 years of parapl...
Employment Type : Full-Time
Paraplanner Opportunity - Join Our Clients Established Team in Glasgow! Are you a skilled Paraplanner with a passion for providing first-rate technical support? Look no further! We’re seeking an experienced professional to become a key part of our client’s established team. Key Responsibilities: Drafting Suitability Reports: Craft clear and concise reports and letters to support advisers Technical Expertise: Prepare produ...
Employment Type : Full-Time
Paraplanner Hybrid working Glasgow Up to 40,000 This role is best suited to those who already have paraplanning experience, and ideally have their level 4 qualification or working towards it. At this business you will benefit from being part of a large team, where you will receive support, have hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business long term. The Business The ...
Employment Type : Full-Time
Paraplanner - Edinburgh, Glasgow, Aberdeen or Perth Hybrid working pattern Qualified Paraplanner The Role Our client is seeking a Paraplanner for this is a critical role, working and supporting a high-performing Advisers as a part of a growingsupport team. You will perform all the expected paraplanner duties within a fun and dynamic team. Based Edinburgh, Glasgow, Aberdeen or Perth The Business Our client is a great Financial ...
Employment Type : Full-Time
Paraplanner/Senior IFA Admin - Glasgow - up to 43,000 Our partner is a highly-reputable chartered financial planning firm in central Glasgow who are looking for an experienced IFA Administrator / Paraplanner to help provide technical support to the financial planners. Within the role there would be technical work involved such as paraplanning, research, analysing, preparation of new and existing client cashflow, as well as technical administrati...
Employment Type : Full-Time
Our client is a national firm of Financial Advisers with an office in Glasgow who are seeking an experienced Senior Paraplanner to join their team. This firm focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefits package. They are requiring a Paraplanner with 2-3 years' m...