Current jobs related to Senior and Technical Paraplanner - Glasgow, Glasgow City - TN United Kingdom

  • Senior Paraplanner

    7 days ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a challenging role and contribute to our continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising...

  • Senior Paraplanner

    7 days ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a challenging role and contribute to our continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising...

  • Senior Paraplanner

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    A rare opportunity has arisen for a skilled Paraplanner to contribute to the success of a reputable firm in Glasgow. The business has experienced significant growth and requires additional support to maintain its high standards. As a Paraplanner, you will work closely with a senior IFA to deliver exceptional results and benefit from a competitive salary,...

  • Senior Paraplanner

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    A rare opportunity has arisen for a skilled Paraplanner to contribute to the success of a reputable firm in Glasgow. The business has experienced significant growth and requires additional support to maintain its high standards. As a Paraplanner, you will work closely with a senior IFA to deliver exceptional results and benefit from a competitive salary,...

  • Senior Paraplanner

    7 days ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a challenging role and contribute to our continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising...

  • Senior Paraplanner

    7 days ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a key role in our firm's continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising with product...

  • Senior Paraplanner

    7 days ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a challenging role and contribute to our continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising...

  • Senior Paraplanner

    7 days ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a key role in our firm's continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising with product...

  • Senior Paraplanner

    2 days ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Senior Paraplanner OpportunityWe are seeking an experienced paraplanner to join our team in Glasgow, supporting the growth of our chartered financial advice firm.As a senior paraplanner, you will be responsible for preparing suitability reports, liaising with product providers, and assisting in due diligence reviews of investment funds and platforms.Key...

  • Senior Paraplanner

    3 days ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Senior Paraplanner OpportunityWe are seeking an experienced paraplanner to join our team in Glasgow, supporting the growth of our chartered financial advice firm.As a senior paraplanner, you will be responsible for preparing suitability reports, liaising with product providers, and assisting in due diligence reviews of investment funds and platforms.Key...

  • Senior Paraplanner

    7 days ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a key role in our firm's continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising with product...

  • Senior Paraplanner

    7 days ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Senior Paraplanner OpportunityWe are seeking an experienced Senior Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. This is an exciting opportunity for a career-driven individual to take on a key role in our firm's continued growth.Key Responsibilities:Preparation of Suitability ReportsLiaising with product...

  • Senior Paraplanner

    2 days ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Exciting Opportunity for Experienced ParaplannerA leading chartered financial advice firm in Glasgow is seeking an experienced paraplanner to join their team due to continued growth. The firm has a strong reputation and has won awards, offering a supportive environment for career development.The role will involve preparing suitability reports, liaising with...

  • Senior Paraplanner

    2 days ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Exciting Opportunity for Experienced ParaplannerA leading chartered financial advice firm in Glasgow is seeking an experienced paraplanner to join their team due to continued growth. The firm has a strong reputation and has won awards, offering a supportive environment for career development.The role will involve preparing suitability reports, liaising with...

  • Senior Paraplanner

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Job Summary: We are seeking an experienced Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. As a Senior Paraplanner, you will play a key role in supporting our financial advisers and contributing to the growth of our business.Key Responsibilities:Preparation of Suitability Reports, ensuring accuracy and...

  • Senior Paraplanner

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Job Summary: We are seeking an experienced Paraplanner to join our team at Eden Scott, a leading chartered financial advice firm in Glasgow. As a Senior Paraplanner, you will play a key role in supporting our financial advisers and contributing to the growth of our business.Key Responsibilities:Preparation of Suitability Reports, ensuring accuracy and...

  • Senior Paraplanner

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Job Opportunity: Senior ParaplannerWe are seeking an experienced Paraplanner to join our team in Glasgow. As a key member of our financial services team, you will play a crucial role in supporting our Financial Advisers and contributing to the growth of our business.Key Responsibilities:Preparation of Suitability ReportsLiaising with product providers to...

  • Senior Paraplanner

    2 weeks ago

    Glasgow, Glasgow City, United Kingdom Eden Scott Full time

    Job Opportunity: Senior ParaplannerWe are seeking an experienced Paraplanner to join our team in Glasgow. As a key member of our financial services team, you will play a crucial role in supporting our Financial Advisers and contributing to the growth of our business.Key Responsibilities:Preparation of Suitability ReportsLiaising with product providers to...

  • Paraplanner - Home Based

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom mbf. Full time

    Job SummaryWe are seeking an experienced Paraplanner to join our team at mbf., a leading National Wealth Management organisation. As a Paraplanner, you will play a crucial role in providing technical support to our Senior Financial Planners and contributing to the success of our business.About the RoleAs a Paraplanner, you will be responsible for providing...

  • Paraplanner - Home Based

    3 weeks ago

    Glasgow, Glasgow City, United Kingdom mbf. Full time

    Job SummaryWe are seeking an experienced Paraplanner to join our team at mbf., a leading National Wealth Management organisation. As a Paraplanner, you will play a crucial role in providing technical support to our Senior Financial Planners and contributing to the success of our business.About the RoleAs a Paraplanner, you will be responsible for providing...

Senior and Technical Paraplanner

3 months ago

Glasgow, Glasgow City, United Kingdom TN United Kingdom Full time

My client is a growing and reputable award winning practice based in Glasgow city centre dealing primarily with a niche market of high net worth individuals.

A rare job has become available due to growth of the business and company performance for a highly skilled, experience and technical paraplanner to join their close knit team.

A large amount of the job will be providing investment analysis along with risk profiling for the clients on their books, reviewing and creating reports on behalf of the firm.

Working as part of a team of Paraplanners and Sales Support administrators, you will be responsible for research and report writing across a wide range of financial services products including investments, pensions and life products also.

You will work closely with the Managing director and work in partnership with him to advise and identify any areas of weakness or potential areas for improvement in the business.

It is imperative that you will be highly skilled in suitability report writing and research, accustomed to liaising with clients and providers via telephone and face to face.

Excellent communication skills together with a highly attentive nature, committed to a highly technical role in paraplanning at a senior level.

The ideal candidate will be diploma qualified and ideally close to Chartered status with previous wealth management experience.

In return, you will receive an outstanding salary package along with the chance to progress your career within first class IFA and work in a relaxed, professional and niche area.

Please submit your details for immediate review and to discuss with Alison Curran prior to proceeding.