Paraplanner

We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen.As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.You be working with pensions, investments, tax and protection products and...

We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen.As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.You be working with pensions, investments, tax and protection products and...

A new opportunity has arisen for a Paraplanner for a successful IFA based in Aberdeen. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Responsibilities:Support the Financial Planners to enable the achievement of targets and meet client expectationsFull analysis of...

A new opportunity has arisen for a Paraplanner for a successful IFA based in Aberdeen. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Responsibilities:Support the Financial Planners to enable the achievement of targets and meet client expectationsFull analysis of...

A new opportunity has arisen for a Paraplanner for a successful IFA based in Aberdeen. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.Responsibilities: Support the Financial Planners to enable the achievement of targets and meet client expectationsFull analysis of...

We are currently looking for a Paraplanner to join our team in Aberdeen, on a hybrid basis. Acumen Financial Planning provides client families with an exemplary financial planning service, and as one of the leading independent firms in the UK, we are looking for exceptional Paraplanners tojoin our award-winning teams.The purpose of this role is to support...

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.Your duties will include but will not be limited to: Review fact finds, file notes, client risk...

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.Your duties will include but will not be limited to: Review fact finds, file notes, client risk...

Our client is looking for a Financial Administrator on a permanent basis, located in Aberdeen.ROLEThe purpose of the Financial Administrator is to provide support to the Practice, ensuring business is processed in an efficient and timely manner whilst providing clients with the highest levels of customer service.RESPONSIBILITIES Arrange review meetings with...

Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that combines advice and...

Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that combines advice and...

IFA Administrator £22,000 to £28,000 plus benefits and exam support IFA Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The firm offers an excellent salary, core and flexible benefits, full exam support for those that want to study plus...

You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments. Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...

You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...

You will be part of a team providing support many financial advisers and will be dealing with all financial products such as pensions and investments. Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...

You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...

You will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time. Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software...

My client is currently looking for a Paraplanner to join their growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are always delivered. **The successful Paraplanner will be offered**: - Salary of up to £40,000 depending on experience. - 28 days holiday + closure for Christmas - An...

We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen.As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.You be working with pensions, investments, tax and protection products and...

This remote based Paraplanner job in Scotland is an opportunity to join a rapidly growing financial planning firm. You will be providing a full paraplanning function to their Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen.As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.You be working with pensions, investments, tax and protection products and...

We are looking for an experienced Paraplanner to join a well-established Independent Financial Adviser firm based in Aberdeen.As a Paraplanner your main responsibilities will be to provide technical support, full research of products using a variety of tools and bespoke report writing.You be working with pensions, investments, tax and protection products and...

An exciting opportunity has arisen for an experienced Paraplanner to be based in Aberdeen office for one of the top practices in Scotland. 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...

A new opportunity has arisen for a Paraplanner for a successful IFA based in Aberdeen. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Responsibilities: Support the Financial Planners to enable the achievement of targets and meet client expectationsFull analysis of...

A new opportunity has arisen for a Paraplanner for a successful IFA based in Aberdeen. The client is looking for experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role. Responsibilities: Support the Financial Planners to enable the achievement of targets and meet client expectationsFull analysis of...

**Paraplanner - Aberdeen** Salary up to £40,000 - Depending on experience Experienced Paraplanner required by a growing wealth management company in Aberdeen, to provide technical support to a team of financial planners. This firm provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirementplanning, inheritance...

This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.Your duties will include but will not be limited to: Review fact finds, file notes, client risk...

Lusona Financial Services are looking to attract a Financial Services Administrator to join a leading IFA who are looking to add administration support to their office in Aberdeen. The business can proudly boast of providing high standards of financial advice to both private and business clients and has robust systems and processes that have been in place...

IFA Administrator - Aberdeen £22,000 - £28,000 - plus benefits IFA Administrator required by a highly successful professional practice based in Aberdeen. Due to continued growth they now require an experienced Administrator to provide support to the financial planners. You will work across the full range of wealth management products and be responsible...

Financial Services Administrator £24,000 to £28,000 plus benefits IFA Administrator required by this firm of Financial Planners that provides advice to Private and Business clients across a range of financial planning. They have expanded and moved to new city centre offices, and the growth continues with the addition of the next member of the support...

Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level?Idex consulting are looking for someone who is passionate about great client service to join this Large IFA.If you would like a role that combines advice and...

You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. **Responsibilities**: - Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems - Analysis: comparing products and providers with...

You will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time. Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various...

You will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time. Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software...

You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...

You will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time. Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software...

You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.Responsibilities:Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systemsAnalysis: comparing products and providers with Financial Express...