Paraplanner

We are looking for an experienced Paraplanner to join a well established Independent Financial Adviser firm based in Glasgow.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...

Paraplanner - Leading National Wealth & Investment Management OrganisationGlasgow, hybrid, flexible workingSalary to £45,000 (potentially negotiable) - plus benefitsIs this the role you are looking for If so read on for more details, and make sure to apply today.MBF Recruitment are delighted to partner with our esteemed client, a leading National Wealth &...

Trainee ParaplannerTo £26,000 plus benefits and full exam supportTrainee Paraplanner required by this regional Wealth Manager to work with Private Clients across the full range of financial advice including Investments, Protection, Tax and Retirement Planning.Paraplanner duties will revolve around the report writing which will be template driven and bespoke...

Idex Consulting are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner.You will be preparing personalised financial plans for clients including:Investment of new moniesReview suitability of existing arrangementsRetirement income strategiesDefined benefit transfer adviceTax and inheritance tax planningAnnual reviewsUsing...

Idex Consulting are working with a large Glasgow Chartered IFA practice who are looking for a new Paraplanner.You will be preparing personalised financial plans for clients including:Investment of new moniesReview suitability of existing arrangementsRetirement income strategiesDefined benefit transfer adviceTax and inheritance tax planningAnnual reviewsUsing...

Job DescriptionParaplanner Glasgow £30-40K Monday to Friday (Hybrid working)Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions?Perhaps you feel a lack of support In your role?Or simply looking for a change?If any of the above are true, then this role should be of interest ... With...

We have an exciting new opportunity for a Paraplanner to join our client, a leading firm of Accountants and Financial Advisors in Glasgow.We are looking to speak with experienced Paraplanners to join our client's Paraplanning Team. You will prepare and produce robust suitability reports, as well as providing technical research services to Financial Advisers,...

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Technical Specialist/Paraplanner. This position is office based. The ideal candidate will have experience gained by working in an IFA office as a technical administrator but preferably a Senior Paraplanner. You must have a good understanding of the financial...

An opportunity for a friendly and enthusiastic person to join a small IFA firm in Glasgow as a Technical Specialist/Paraplanner. This position is office based. The ideal candidate will have experience gained by working in an IFA office as a technical administrator but preferably a Senior Paraplanner. You must have a good understanding of the financial...

A new and very exciting opportunity has arisen within this highly regarded accountancy practice with an excellent wealth planning arm.We are looking for a high end paraplanner who will provide technical support to a Senior Adviser, completing analysis and research and preparing recommendations for products.Preparing the fund switch reportAssist in completing...

Well respected IFA practice is seeking a new Paraplanner for the team. This is a really exciting opportunity for someone who wants to develop in a more technical capacity and work within a very professional and friendly team. It would be advantageous if you have experience and knowledge of working with pensions, in particular flexible draw-down. Part of the...

Well respected IFA practice is seeking a new Paraplanner for the team. This is a really exciting opportunity for someone who wants to develop in a more technical capacity and work within a very professional and friendly team. It would be advantageous if you have experience and knowledge of working with pensions, in particular flexible draw-down. Part of the...

Job Description I am exclusively working for an Award winning IFA with a large office in Glasgow for a Senior Paraplanner to join the established team. The role will involve the following: Obtain illustrations, related documentation and forms to support suitability reports Preparation of draft annual review letters including re-balancing of portfolios,...

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. They are looking for an individual who is keen to train to become a paraplanner. They have a lovely new office in Glasgow city centre. They are looking for someone to...

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.They are looking for an individual who is keen to train to become a paraplanner.They have a lovely new office in Glasgow city centre.They are looking for someone to...

Idex Consulting have an opportunity for a Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.They are looking for an individual who is keen to train to become a paraplanner.They have a lovely new office in Glasgow city centre.They are looking for someone to...

Senior Paraplanner, Fully remote (but must be in central belt of Scotland)A very exciting position has just arisen at this National Wealth Management Firm.You will work 1-2-1 with one of their top producing IFA's who has a large high net worth client base.These clients are complex and you will be dealing with the full spectrum of products including...

Senior Paraplanner, Fully remote (but must be in central belt of Scotland)A very exciting position has just arisen at this National Wealth Management Firm.You will work 1-2-1 with one of their top producing IFA's who has a large high net worth client base.These clients are complex and you will be dealing with the full spectrum of products including...

Paraplanner - 12 Month Fixed Term Contract Are you an experienced Paraplanner looking for a change? We are looking for someonewho isfully certified with experience in supporting a range of financial products,reporting into the Paraplanner Manager you will be based in our Glasgow office. This is a key role within the business, you will be responsible...

Exciting Opportunity for a Sales Support Administrator (IFA) in GlasgowIf you're aiming to advance in the Financial Services sector and have your sights set on becoming a Paraplanner, then this role is tailor-made for you. Our client, a Financial Advisory firm with a focus on providing comprehensive advice to affluent individuals, is based in Glasgow and is...