Paraplanner

My client is a reputable organisation with offices throughout the UK. 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 to their IFAs. In the role you will be accountable for all technical...

Location Glasgow Salary £28500 - £28500 TypeFixed Term WorkplaceHybrid Ref87737 Recruiter Managing This Role Role: Assistant Paraplanner (12 Month FTC) Location: Glasgow Salary: Up to £28,500 2-3 days a week in the office This is an award winning financial planning and investment company with an excellent reputation within the industry....

This is an exciting opportunity to join a forward-thinking Wealth Planner and Mortgage Advisor as a Mortgage Paraplanner, supporting and playing a key role in delivering seamless, client-focused financial solutions.This established, whole-of-market firm prides itself on providing tailored, unbiased advice to every client. They are driven by a passion for...

We are looking looking for an experienced Paraplanner to join this excellent business in GlasgowYou will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer)THE ROLETo prepare written advice and provide technical research services to a team of Advisors and partnersTo ensure that the preparation of advice for...

A truly unique Paraplanning position has arisen in the heart of Glasgow's financial district with our client, a leading Investment Manager with hybrid working on offer. They seek a qualified, professional and experienced Paraplanner to play a key part, support their team and work in partnership with them due to further growth. In the role you will be...

A new job vacancy has become available with our forward thinking Wealth Manager based in Glasgow. Due to further growth and increasing demands they require an additional Paraplanner with a strong knowledge of Defined Benefit Schemes/Pensions Transfers ideally, however could consider a senior paraplanner without. The company has gone from strength to strength...

Idex Consulting have an exciting opportunity for a Paraplanner to join an IFA based in Glasgow who provide a personal, independent and bespoke wealth management service to high net worth clients. If you are looking to join a vibrant business with many promotional opportunities this would be an amazing opportunity for you. The firm are offering the...

My 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...

Eden Scott's client is seeking a motivated Trainee Paraplanner to join their dynamic team in Glasgow. This is a fantastic opportunity to develop your skills and gain valuable experience in a fast-growing financial services firm. The role requires you to be in the office 5 days a week Key Responsibilities:Support financial planners with research and report...

My client is a highly respected wealth management firm where a rare and exciting opportunity has become available for an experienced senior paraplanner / manager to join the team. This is a first class vacancy for someone truly wanting to make their mark, utilise experience and add value during an evolving time in their history.The role will be exceptionally...

A chartered independent adviser firm, due to expansion and increasing workloads throughout the year, has an outstanding opportunity for an adviser to join their central Glasgow team (returning to a hybrid work model).You will have your own paraplanner and sales support along with an existing client base for the successful candidate. The complexity of cases...

My 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...

My 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...

Financial Planning Administrator / Edinburgh / Permanent / £30,000 - £40,000 basic salary + excellent benefits package (including pension and bonus) + study support / Hybrid workingAn opportunity has arisen for an administrator to join our highly regarded wealth management client based in Edinburgh.The ideal candidate will possess over three years...

The opportunity:We are looking for an experienced Wealth Management Administrator to join our team.Working as part of the support team, you will need to provide high quality and accurate support to Financial Planner and Paraplanners.Day to day duties:Ensure the back-office system is maintained with current client personal details and compliance...

Are you interested in working for a rapidly evolving company? Currently studying towards your qualification but want to get further experience and exposure? Want to be supported by a learning and development team as you grow?Azets is an award-winning leading firm of Accountants, Wealth Managers and Business Advisers operating across the UK and the Nordics....

Our client, a leading Wealth Manager with a history spanning throughout the decades, is looking to bolster their client-facing Financial Planning team in the Glasgow area.For Financial Advisers, they do not require individuals with a client base but (Chartered or close to it ideally) with experience in complex and high net worth work.You'll be closely...

A multiple award winning Chartered Financial Adviser firm with a Glasgow office require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. This is a truly rare opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service and company ethics.The vacancy is...

A multiple award winning Chartered Financial Adviser firm with offices across Scotland require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. With offices in central Edinburgh or Glasgow (flexible in location) this is a truly rare opportunity to join an industry leader with an outstanding reputation in the market,...

A leading and award winning independent financial advisory firm are looking to add additional advisers to their Scottish team. This role is home based but with meeting rooms available in central locations when required. They have a view to opening an office in the short-medium term once they have bolstered headcount.Currently the company employs over 150...