Paraplanner, Senior Technical IFA administrator
3 weeks ago
There are a number of roles available for various levels of individuals brought on board. Whether you be a skilled IFA administrator from a whole of market IFA environment or an experienced paraplanner holding your diploma.
Key skills of successful candidates will include but not limited to:
Experience of writing suitability reports, research on behalf of advisers
Diploma qualification or progress towards
Experienced in platforms - including Avelo, WRAP platforms etc
Ability to review client portfolios and research risk involved with each client
Ability to interact with more junior members of the team to create documentation packs (Financial planning administrators), lead, mentor and develop
Fund analysis, product comparison, analysis and charges analysis
Ability to clearly communicate findings both remotely to advisers and also to HNW individuals in a fast paced environment
To apply for these rare jobs and to be considered to secure a job and further your career with a leading employer during an exciting time in their history please submit your details asap or call Alison Curran on 01315501125 for a confidential discussion.
An exceptionally competitive basic, benefits package along with the chance to develop a long and successful career with them is on offer to successful candidates.
-
Glasgow, Glasgow City, United Kingdom s1jobs Full timeMy client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team providing support to their advisers. This is a unique opportunity to join a leading corporate...
-
Glasgow, Glasgow City, United Kingdom TN United Kingdom Full timeSocial network you want to login/join with:Senior IFA Administrator, Technical Report Writer, GlasgowClient:Location: Glasgow, United KingdomJob Category:OtherEU work permit required: YesJob Reference:c04b9695b302Job Views:121Posted:11.04.2025Expiry Date:26.05.2025Job Description:My client is a highly respected IFA firm based in the centre of Glasgow. A rare...
-
Glasgow, Glasgow City, United Kingdom TN United Kingdom Full timeSocial network you want to login/join with:Senior IFA Administrator, Technical Report Writer, GlasgowClient:Location: Glasgow, United KingdomJob Category:OtherEU work permit required: YesJob Reference:c04b9695b302Job Views:121Posted:11.04.2025Expiry Date:26.05.2025Job Description:My client is a highly respected IFA firm based in the centre of Glasgow. A rare...
-
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeMy client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team. The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. It will be...
-
Glasgow, Glasgow City, United Kingdom s1jobs Full timeMy client is a highly respected IFA firm based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner or senior IFA support to join the team.The role will be within the administration team providing support to their highly performing IFAs, working alongside the paraplanners and sales support. It will be...
-
IFA Admin/Trainee Paraplanner
6 days ago
Glasgow, Glasgow City, United Kingdom TN United Kingdom Full timeIdex 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.Responsibilities include:Providing...
-
IFA Admin/Trainee Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom TN United Kingdom Full timeIdex 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.Responsibilities include:Providing...
-
Senior IFA Administrator
2 weeks ago
Glasgow, Glasgow City, United Kingdom TN United Kingdom Full timeSocial network you want to login/join with:Senior IFA Administrator / trainee Paraplanner, GlasgowClient:Location:Glasgow, United KingdomJob Category:OtherEU work permit required:YesJob Reference:405896e0b7d4Job Views:101Posted:11.03.2025Expiry Date:25.04.2025Job Description:My client is a highly reputable and well-regarded IFA practice in Glasgow. A new and...
-
Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeBusiness Manager - Financial ServicesDue to further expansion, our client, a leading financial planning company offering services throughout the country, has a requirement for a paraplanner or a senior/paraplanner team leader to join their office to aid their growth strategy. The role will be hybrid, with flexible working arrangements and a strong focus on...
-
Paraplanner
2 weeks ago
Glasgow, Glasgow City, 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
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeMy client is a reputable IFA with an oustanding reputation in the industry. A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office. The business has highly performed and following a period of expansion require additional Paraplanner support and work in partnership with a senior IFA. In the role you...
-
Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom s1jobs Full timeMy client is a reputable IFA with an outstanding reputation in the industry. A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office.The business has highly performed and following a period of expansion require additional Paraplanner support and work in partnership with a senior IFA.In the role you will be...
-
Paraplanner
2 days ago
Glasgow, Glasgow City, United Kingdom s1jobs Full timeMy client is a reputable IFA with an outstanding reputation in the industry. A rare job opportunity has become available for an experienced Paraplanner to join their busy Glasgow office.The business has highly performed and following a period of expansion require additional Paraplanner support and work in partnership with a senior IFA.In the role you will be...
-
Paraplanner
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeDue to further expansion, our client, a leading financial planning company that offers services throughout the country, has 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
1 day ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeThis range is provided by Eden Scott. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Business Manager - Financial Services recruitment at Eden ScottDue to further expansion, our client, a leading financial planning company who offers services throughout the country, has a requirement for a paraplanner...
-
Senior IFA Administrator
2 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeMy client is a highly reputable and well regarded IFA practice in Glasgow. A new and exciting job opportunity for an experienced Sales Support Administrator to join a busy and growing IFA practice has become available. This is an excellent opportunity if you are already working as an IFA support individual and are looking to progress your career. Duties...
-
Senior IFA
6 days ago
Glasgow, Glasgow City, United Kingdom TN United Kingdom Full timeMy client is seeking an experienced Financial Planner to join their fast-paced and growing business.With generous clients available, and a direct lead source, the ideal IFA would cover clients within Glasgow and the surrounding area. The successful IFA will need to be technically strong and used to HNW and complex cases.You will do a handover from one of the...
-
Senior IFA
2 weeks ago
Glasgow, Glasgow City, United Kingdom TN United Kingdom Full timeMy client is seeking an experienced Financial Planner to join their fast-paced and growing business.With generous clients available, and a direct lead source, the ideal IFA would cover clients within Glasgow and the surrounding area. The successful IFA will need to be technically strong and used to HNW and complex cases.You will do a handover from one of the...
-
Senior Paraplanner
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeMy client is a highly respected, award winning wealth management firm with an office based in Glasgow. A rare and exciting opportunity has become available for an experienced paraplanner / senior paraplanner to join the team to support the senior planner during a period of growth. The role will be exceptionally in depth with client facing elements as and...
-
Senior Paraplanner
3 weeks ago
Glasgow, Glasgow City, United Kingdom Eden Scott Full timeMy client is a highly respected large wealth management firm with an office based in the centre of Glasgow. A rare and exciting opportunity has become available for an experienced / senior paraplanner to join the team. The role will be exceptionally in depth with client facing elements as and when you gain expertise. Primarily it will involve; Preparation of...