Paraplanner
7 months ago
Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture being a key focus, and fully support career development pathways towards your goals.
The position will provide essential support to their financial advisers through technical research and report writing (along with attending meetings as required). Their advisers offer holistic independent financial advice to clients. They also provide cashflow modelling, pensions, investment and estate/tax planning services.
The structure of their team means that the successful hire would have hands on exposure to clients, be a vital part to the advice process and have their input recognised. Having continued client contact means that communication/interpersonal skills are key, along with fitting in with their warm and dynamic office culture. For a more senior/experienced appointment, there would be the opportunity to train, mentor, coach and support colleagues and have input to the companies' direction of travel as a part of the management team.
Whilst they can be flexible on exams (and support studies) particularly for a developmental hire, there is a preference for diploma qualified or close to obtaining but a senior must have level 4. A minimum 2 years experience is needed in financial planning/wealth management – either provider, IFA or investment manager etc – providing support to financial advisers carrying out technical support. However they could also consider an individual in a senior IFA administrative role with exam progress to develop – the drive, enthusiasm and eagerness to develop would be key if hiring at that level. Strong software, IT skills, back office experience is a must, with a keen eye for detail and carrying out work inline with FCA legislation/regulations.
This is an outstanding rare opportunity to join their team with a flexible and attractive package on offer, so please get in touch to discuss in more detail as soon as possible prior to submission – all applications treated in the strictest of confidence.
-
Paraplanner
2 days ago
Glasgow, United Kingdom Heat Recruitment Full timeParaplanner / Paraplanning / Para-planner / Paraplanner Manager / Senior Paraplanner / IFA / Financial Planning / Financial Advice / Wealth Management / CII / DipPFS / DipFA / CISI **Location -** Glasgow, UK **Salary -**dependent on experience **Duration -**permanent, full time A bespoke IFA business are looking to add a Paraplanner to their growing...
-
Paraplanner
4 days ago
Glasgow, United Kingdom Recruit UK Full timeAre you working towards your Diploma in Financial Planning and looking to become a Paraplanner? Recruit UK are working on an excellent opportunity for a Paraplanner in Glasgow to join a Financial Planning practice. Our client is one of the leading Independent Financial Planning practices, with offices across the UK. They put their clients at the heart of...
-
Paraplanner
3 days ago
Glasgow, United Kingdom mbf. Full time**Paraplanner - Glasgow - Chartered Financial Planners - salary to £45,000 - Progression available and encouraged within this growing firm.** MB Fitzgerald Recruitment are currently working with an established and ambitious firm of Chartered Financial Planners based in Glasgow who are looking to hire an experienced Paraplanner for their team. The company...
-
Paraplanner
24 hours ago
Glasgow, United Kingdom Heat Recruitment Full timeThe opportunity for an experienced Paraplanner to join a National Wealth Management Practice who provide exceptional training and study support to sustain their Chartered status. This role will offer hybrid working **The Opportunity** During a period of key expansion, our client is looking for a technical Paraplanner to support the successful Financial...
-
Senior Paraplanner
3 weeks ago
Glasgow, United Kingdom Eden Scott Full timeJob Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth.Their employees have won awards and their reputation amongst the best in the industry.They fully support and encourage career development - whether being...
-
Paraplanner
9 hours ago
Glasgow, United Kingdom Heat Recruitment Full time**Main Aspects of the role** To work as a Paraplanner to a very high standard within a very busy Glasgow city centre office. An element of home working may be available. The successful applicant will be a minimum of Level 4 Diploma qualified with the CII and working towards becoming chartered. **Experience, Knowledge and Skills** - Be a good people...
-
Paraplanner
3 weeks ago
Glasgow, United Kingdom Eden Scott Full timeJob Description Due to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy.The role would be based hybrid from their offices, remain flexible in working arrangements with...
-
Paraplanner - Part Qualified
24 hours ago
Glasgow, United Kingdom mbf. Full time**Paraplanner - Glasgow (Flexible working) - Salary negotiable to £33,000 - Part Qualified or Junior Paraplanners should apply** MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to join their team **The role** In this role...
-
Paraplanner
3 weeks ago
Glasgow, United Kingdom Idex Consulting Ltd Full timeAn exciting opportunity has arisen for an experienced Paraplanner for a well-known IFA Practice.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 experience to support the successful Financial Planners of the...
-
Paraplanner
1 day ago
Glasgow, United Kingdom Coburg Banks Limited Full timeA multi-award winning Chartered Financial Planning firm based in Glasgow is currently looking to recruit a highly skilled Paraplanner, someone with experience working in a busy Financial Services environment providing a high standard of technical competenceand customer service. Offering a salary of up to £45,000 dependent on experience plus excellent...
-
Paraplanner - Glasgow
23 hours ago
Glasgow, United Kingdom MI Search Ltd Full timeThis national IFA business is currently seeking a paraplanner in Glasgow, the role will be a mix of office / home based working. In this role you will support a team of IFA's and be responsible for working with them to produce suitability reports for a holistic range of advice, the role will also involve assisting in developing their paraplanning...
-
Senior Paraplanner
4 weeks ago
Glasgow, United Kingdom Eden Scott Full timeA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth.Their employees have won awards and their reputation amongst the best in the industry.They fully support and encourage career development - whether being a "career...
-
Senior Paraplanner
8 months ago
Glasgow, United Kingdom Eden Scott Full timeA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...
-
Senior Paraplanner
2 months ago
Glasgow, United Kingdom Eden Scott Full timeJob Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether...
-
Senior Paraplanner
3 weeks ago
glasgow, United Kingdom Eden Scott Full timeJob Description A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether...
-
Senior Paraplanner
7 months ago
Glasgow, United Kingdom Eden Scott Full timeA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...
-
Senior Paraplanner
8 months ago
Glasgow, United Kingdom Eden Scott Full timeA rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join a leading chartered financial advice firm in Glasgow due to continued growth. Their employees have won awards and their reputation amongst the best in the industry. They fully support and encourage career development - whether being a "career...
-
Paraplanner
7 months ago
Glasgow, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...
-
Paraplanner
7 months ago
Glasgow, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...
-
Paraplanner
7 months ago
Glasgow, United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their office to aid their growth strategy. The role would be based hybrid from their offices, remain flexible in working arrangements with team culture...